Brian Nelson is a seasoned professional in financial services, currently serving as Head of Growth Strategy at Equity Services, Inc. since September 2025. With extensive experience in practice management and business development, Brian has held leadership positions at Atria Wealth Solutions as Managing Director and at Advisor Group, where strategic planning and growth initiatives were key focus areas. As the Founder and Principal Consultant of Pratica Consulting, Brian assists financial advisors and wealth management firms in optimizing business performance. Previous roles include significant contributions at Fidelity Investments, Amundi US, Wells Fargo, and Putnam Investments, where Brian consistently drove practice efficiency and growth while earning accolades such as the "Putnam Leadership" award. Educational background includes a Bachelor of Science in Corporate Communications from Castleton University.
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