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Charles P. Nelson, Jr., CFP, CTFA 

 
Vice President, Eastern Wealth Management 
Charles Nelson is responsible for managing client portfolios and providing investment management, financial planning, estate planning and fiduciary services for individuals, trusts, institutions and foundations.

Professional Experience
Mr. Nelson has over 20 years of experience in the Wealth Management field. Mr. Nelson joined Eastern Bank in October 2000 and has been a member of Eastern Wealth Management since September 2001. Prior to joining Eastern Bank, Mr. Nelson spent 11 years with Scudder, Stevens & Clark in their mutual fund business.

Education/Service
Mr. Nelson graduated with a Bachelor of Arts in Mathematics from Boston University. He earned a Masters of Business Administration, cum laude, with a concentration in Finance, from the F.W. Olin Graduate School of Business at Babson College.

Mr. Nelson is a Certified Financial Planner™ practitioner and he holds a Certified Trust and Financial Advisor (CTFA) designation.

Mr. Nelson is a member of the Boston Estate Planning Council.

Mr. Nelson can be reached at 781-581-4240.