Nelson Perez

Nelson Perez Vice President of Trust Services

About

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.

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Why FND Trust Services?

Florida Trust Services You Can Count On

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 for our beneficiaries and the professionals who 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 30 years. We have many programs including Federal and State grants for persons with disabilities, their families, and those who 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.