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Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
Forbes “Best-in-State Wealth Advisors” 2021
Nelson Ham is a Senior Financial Advisor based in Charlottesville, Virginia within the Global Wealth and Investment Management Division of Merrill Lynch Wealth Management.
A Virginia native; Nelson was raised in Albemarle county, excelled as an All State lacrosse defender, and received his bachelor's degree from the University of Virginia where he studied business and graduated with honors. Nelson worked as an educator with Kaplan through his college years and was naturally successful instructing students on both the math and verbal portions of the SAT and PSAT. He continued his professional journey as a sales and marketing director, partnering with a commercial real estate developer on a special projects in both Charlottesville and Harrisonburg Virginia. Nelson went on to assist affluent families as an Estate Manager for two years before being recruited as a financial advisor with Merrill where he embraced the rigorous five stage Practice Management Development program.
After receiving his Series 7, Series 66 FINRA Registrations and state Insurance licensures; he successfully completed three concurrent twelve month stages of active client advisement and graduated the Practice Management Development program. In December of 2013 Mr. Ham joined the SCH GROUP which is comprised of three advisors and one dedicated client associate with over 65 years of combined experience.|In addition to investment and planning strategies, Nelson can offer clients access to the experience of a Wealth Management Lending Officer from Bank of America, N.A., or the exclusive Private Banking and Investment Group. Nelson takes pride in providing clients with a direct line to all of the resources and capabilities of a truly global investment firm — in ways that are more in keeping with a small, very exclusive boutique.
Mr. Ham is a problem solver who works to simplify high-net-worth clients’ financial lives. He assists clients in identifying and prioritizing their various goals—including investments, estate planning services, tax minimization, wealth transfer, and retirement income—then developing strategies that may be customized to suit their personal circumstances and their own unique feelings and attitudes.
In his spare time Nelson enjoys an active lifestyle and engaging with the diverse local community where he grew up. He is happy to have the opportunity to regularly volunteer for PACEM and the Virginia Special Olympics and believes in the power of giving back to those in the community that most need our assistance. Nelson is also an avid outdoorsman, who loves fishing and skiing around the beautiful Blue Ridge Mountains.
Nelson works diligently to provide an exceptional level of client care and service, and he invites you to contact him to see how his knowledge and service can help meet your financial needs.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
University of Virginia
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.