Brian Nelson is the Head of Growth Strategy at Equity Services, Inc., where he leads the vision and strategy for the next chapter of the firm’s growth. With more than two decades of experience, Brian has been a transformative force in Practice Management, Business Development, Sales Strategy, and Strategic Planning—helping financial professionals and wealth management firms achieve measurable, sustainable results.
Brian is known for bringing clarity to complexity and aligning diverse stakeholders around growth priorities that drive real impact. His career includes building high-performing teams, architecting enterprise-level programs, and elevating advisor performance across national organizations. Before joining ESI, he served as Managing Director and Head of Practice Management at Atria Wealth Solutions, where he led an award-winning team and built the firm’s practice management platform, advancing advisor efficiency, retention, and long-term business value.
He previously held senior leadership roles at Advisor Group and Fidelity Investments, where he designed and executed growth, acquisition, and practice management strategies while consulting directly with top advisors. A recognized industry expert and frequent speaker, Brian has guided firms through strategies in succession planning, business development, strategic planning, advisor teaming, and next-generation client acquisition.
Across every role, Brian has earned a reputation for helping advisors and organizations think bigger, act decisively, and achieve breakthrough growth.