Branson Nelson is a Financial Planner in the Planning & Implementation Department. His responsibilities include assisting Managing Associate K.C. Smith, CFP®, CEPA, and Associate Adam Stadalius, CFP®, reviewing client asset allocation and cash flow projections, and client services support duties, including processing client information.
Mr. Nelson joined Henssler Financial in May 2024 as a Client Service Associate, responsible for preparing and processing documents, performing money transactions at the Financial Planners’ and clients’ discretion, and processing check deposits and account withdrawals. He was promoted to Financial Planner in April 2025.
Prior to joining the firm, Mr. Nelson served as a Private Client Associate, with Janney Montgomery Scott, a wealth management and investment banking firm, supporting Financial Advisors by strengthening client relationships, coordinating marketing efforts, and executing productivity-based campaigns. He also played a key role in client service and operations, ensuring timely communication and leveraging firm technology to enhance overall efficiency.
Mr. Nelson earned a Bachelor of Business Administration in Finance from the Coles College of Business at Kennesaw State University, and is currently enrolled in the CFP® Education Programs through Boston Institute of Finance in partnership with Bryant University. Mr. Nelson is a Registered as an Investment Advisor Representative (IAR) with Series 66 qualification.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
