Daniel D. (“Danny”) Nelson is the CEO of Elevate Benefits. He began working in the financial services industry in 1986, after growing up in the Bronx, New York. Danny has mastered the team approach and has overseen teams of 20+ financial professionals.

Over the past 30 years, Danny has acquired extensive knowledge and expertise in all areas of financial services.  He takes pleasure in developing relationships with clients who become great friends. Danny enjoys providing financial solutions such as estate planning, wealth management and charitable planning. He regularly evaluates all market dynamics and compares it to current objectives. He considers it a great privilege to speak with clients on these important topics. He holds a pivotal role in guiding the company, fostering growth, and maintaining relationships. For Danny, these relationships he has built are the foundation of success. Trust, communication, and commitment to the customer are all significant to his success.

Today his primary focus is overseeing new business development and financial operations for the organization.  He and his wife Jodi have two children, Mckenzie and Ryan.