Nick Jones

Nick was born and raised in Dover, Delaware.

After graduating high school, Nick attended West Virginia University for a few years before transferring and graduating from University of Delaware. During high school and college Nick was a member of the Rehoboth Beach Patrol as an ocean rescue lifeguard for 5 years, 74 water rescues and many more lost children and medical emergencies. Also, while lifeguarding Nick was a part of the National Champion 4x100 soft sand relay team at the 2001 National Lifeguard Championships in South Beach Miami, FL. Upon completing his time on the beach and in school, Nick began his career in the financial services/planning industry in March of 2005. Nick relocated to Charleston, SC in 2009 to get closer to his family who were living in Florida and North Carolina at the time. He focuses his practice on working with both business owners and families ensuring their loved ones, businesses and financial futures are secure. Nick enjoys working side by side with his clients developing their financial goals, plans and realizing their financial independence. Nick has achieved the Certified Financial Planner®(CFP®) designation from the CFP® Board of Standards and the Charted Financial Consultant ® (ChFC®) designation from the American College of Financial Services. With more than 20 years of experience in the financial advising industry, Nick Jones founded Nelis Wealth out of a desire to better serve his clients in a clear and purposeful way. The name “Nelis” is a tribute to Nick’s late father, Ellis. When Nick was just 10 years old, Ellis began teaching him about the stock market and business. As a father, idol, mentor, and best friend, Ellis had a profound impact on Nick’s life and career. Through Nelis Wealth, Nick sees to honor and convey his appreciation for his father and the influence he had on Nick’s professional journey, “Always do what is best for your clients, and everything else will take care of itself.” At Nelis, we believe transparency and proactive planning bring a sense of calm and ease to an otherwise very stressful topic for our clients. Utilizing our straightforward, proactive approach helps us make smarter, more efficient financial decisions, designed to take our client’s overall financial picture into account. Throughout this process, we work to continuously earn your trust and deepen the relationship with our clients. In his free time, Nick enjoys traveling the globe, watching his favorite sports teams, golfing, cooking for his friends and family, and spending time with his dog, Boots.