Juan Villamizar, CFP®

 

Senior Director, Family Office Services & Wealth Strategist

 

As Senior Director of Family Office Services and Wealth Strategist at Nucleus Advisors, Juan integrates the depth and direction of our wealth advisory practice with our specialized risk management/insurance, trust, estate, tax and philanthropic competencies to help clients manage their complex lifestyles.

Juan is a graduate of Baylor University in Waco, TX, with a BA in Finance. He began his career as an Independent Financial Advisor at Ameriprise Financial before joining Fidelity Investments, where he spent 15 years supporting high net-worth clientele from financial planning and wealth management to portfolio reporting and analysis.

As a Certified Financial Planner®, Juan brings an iterative and dynamic approach to managing client’s financial plans. Of the five key characteristics that help define Nucleus’ culture—depth, direction, connection, curiosity and withness®— Juan most identifies with connection. Juan is energized by those around him and believes that the strongest relationships are centered around trust and confidence.

Juan is an avid athlete who won’t let a few torn ACLs slow him down. He is a life-long soccer player and continues to play competitively on several Over-30 teams and an 18+ team (despite being over the hill). Not one to shy away from a challenge, he also picked up ice hockey a few years back and now plays on two competitive teams in Texas — one of which is devoted to providing “support through sport” for veterans, service members, and their families.

Juan lives with his wife Melissa and two sons, Rylan and Soren, in Prosper, TX.