Due to COVID-19, our office will be working remotely for the near future, but we are completely equipped to service all of your trust administrative needs, no matter the location. We are checking our voice mail messages multiple times an hour, so please leave a detailed message and we will get back to you right away. Or, if you prefer, please complete the contact form found on the website and someone from our company will be in touch with you shortly.
Meeting Our Clients' Needs with Compassion Proudly Serving Persons with Disabilities for Over 30 Years

Nelson Perez Nelson Perez

Senior Trust Advisor

After spending many years in the sales and marketing industries, including the professional sports and mortgage arenas, Nelson Perez joined FND Trust Services in 2012. In his capacity as Senior Trust Advisor, Nelson is the constant point of contact for our beneficiaries, their attorneys, and structure brokers, from pre-consultation to implementation. Nelson also works tirelessly in development for FND Trust Services, meeting with potential clients to showcase the strengths and client focus of our company.

Nelson’s extensive knowledge of trust administration, coupled with his background in real estate, affords our clients the peace of knowing they are in capable, compassionate hands. Nelson is a proud graduate of the University of Tampa and lives in the Tampa Bay area with his wife, two daughters, and son.

What Sets FND Trust Services Apart?

  • Quick Response

    Our goal is to make sure that our beneficiaries have access to funds that they need, when they need them, with as little difficulty as possible.

  • Service

    We provide a “no mess, no fuss” solution to special needs trust administration to our beneficiaries and the professionals that serve them.

  • Transparency

    We offer beneficiaries and their representatives instant access to balance and account information. We also provide monthly statements and annual accounting.

  • Stability

    FND has been in existence for over 25 years. We have many programs including Federal and state grants for persons with disabilities, their families, and those that serve them.

  • Accountability

    Since we are fortunate to receive a number of Federal and State grants, we are required to have annual independent audits of all our programs and operations.

  • Independent Financial Management

    We retain independent financial advisors, money managers, and custodians, who all serve at the discretion of the Trustee in an arm’s length relationship.

Contact Us Today!

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