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Ava Nelson

Ava Nelson

Ava Nelson

Associate Financial Planner

Ava joined Boulay Wealth as an intern in May 2025 and transitioned to a full-time Associate Financial Planner in May 2026. She was drawn to Boulay by the people, collaborative culture and opportunities for professional growth and development. In her role, Ava supports the Boulay Wealth team across a variety of financial planning areas, including tax planning, investment management, estate planning, retirement planning and risk management. Through her experience at Boulay, Ava has learned how important trust is in building strong client relationships. This perspective has shaped the way she approaches daily interactions and reinforced her understanding that effective financial planning goes beyond the numbers.

EDUCATION

  • University of Georgia — B.B.A. Finance and International Business, French Minor
  • Series 65 Registered

PERSONAL INTERESTS

  • Going to concerts
  • Yoga
  • Trying new restaurants
  • Playing the guitar
  • Traveling
  • Hiking and going for walks around the lake

FAVORITE VACATION DESTINATION

  • Spending a summer abroad in the South of France studying French

FAVORITE BOOK & PODCAST

  • The Hunger Games Series
  • The Mel Robbins Podcast

GET IN TOUCH

Contact Ava
"I’m passionate about promoting financial literacy and helping clients feel empowered and informed about their financial situation. It’s incredibly rewarding to build genuine, caring relationships and help clients feel confident in their financial plan so they can focus on living the life they want."

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Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Certain Third Party Money Management offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Registered Representatives of Valmark Securities, Inc. are located at the Minneapolis/Eden Prairie office(s). See Valmark’s Form CRS.

Boulay PLLP and Boulay Financial Advisors, LLC are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. FINRA | SEC | SIPC | ©2021-2024 Boulay | All rights reserved.