Ross Nelson is a partner and Head of New Business Development at SPFG. He specializes in fixed-income portfolio implementation and management for many of the firm’s top clients and is a member of the investment committee.
Prior to SPFG, Ross was Managing Director and worked in a similar capacity at Raymond James in Atlanta, catering to RIAs in the fixed-income markets. Ross has been in the industry for over 20 years, with prior affiliations at Morgan Keegan & Co. and Register and Akers, among others.
In addition to his work with the group’s RIA clients, Ross has spoken at financial industry conferences and has given fixed-income-related presentations for NAPFA, FPA, Schwab Impact, and TD Ameritrade.
Born in Enid, Oklahoma, Ross grew up in Naples, FL, before moving to Atlanta, GA, where he graduated from high school. He attended Samford University in Birmingham, AL, earning a Bachelor of Arts in Finance while studying abroad in London, England, and Prague, Czech Republic. Ross, his wife Lauren, and their children, William and Reese, live in Atlanta, GA. Ross enjoys traveling, golfing, hunting, and spending time at the lake with family.