Cliff Nelson

Cliff is an established Wealth Manager at Clark & Company Wealth Management, bringing over 40 years of experience in the financial services industry. Cliff holds a degree in Economics from the University of Pennsylvania and further studies at the Graduate School of Credit & Financial Management at Williams College. His career includes notable positions such as Manager of New Ventures at Marine Midland Bank, Manager of the Investment Services Division at Fleet Bank, and Director of Investments for The Jacobs Team. He possesses his Series 6, 7, 63, and 65 securities licenses, as well as his Life, Accident & Health license.
 
Throughout his career, Cliff has fostered meaningful relationships with his clients by focusing on a service model that emphasizes client education. This approach empowers clients, instilling confidence in both his clients and his financial planning experience. 

Living in Orchard Park, family is a central aspect of his life, and he cherishes time spent with his wife Beth, four children, and ten grandchildren. Cliff is actively involved in various ministries at Revive Wesleyan Church. He is a member of the finance and investment committee of Feedmore WNY and serves on the advisory board for Athletes in Action. Additionally, he is a consistent supporter of the Tunnel to Towers Foundation. His dedication to the community and professional approach shows his commitment to excellence and drive to create a lasting impact.