Nelson Hallam Group

Merrill Lynch Wealth Management
1630J E. Bradford Parkway
Springfield, MO 65804
(417) 885-0646
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We bring decades of experience and insight to generations of clients across the U.S.  Our mission? To help them prosper financially and personally by crafting multi-faceted strategies that allow them to fulfill visions for their families, enterprises and employees.
Nelson Hallam Group
Merrill Lynch Wealth Management
Welcome

At The Nelson Hallam Group, our perspective on wealth management has been shaped by more than 50 years of shared financial experience and a desire to provide the skills and sensitivity many clients do not expect, but certainly deserve.

The way we see it, our value extends well beyond dollars and cents. It’s best measured over time, by the delivery of highly purposed advice and guidance – offered with an authentic, personal touch.

As an established team, we’ve earned our stripes assisting a largely referred clientele of successful people who want to preserve and grow the wealth they’ve worked hard to achieve. A majority comes from previous advisors who did not deliver the desired levels of acumen and attention.

What makes us proud? Clients have not just brought us their challenges – they’ve also brought us holiday baskets, honey, homemade dishes, thank you cards, and the feeling that comes from serving good people who appreciate our knowledge, care and consideration.

Well-known in our community, we enjoy serving our neighbors and former schoolteachers, professionals beginning to accumulate wealth, active and retired business owners (with and without qualified retirement plans), their employees, and as many as three generations of families we’ve come to know. When possible, we work closely with both spouses, so that each can explain what holds meaning in their lives and understand the strategy we build on their behalf.

While diverse in their paths to our door, most clients have a conservative mindset in terms of risk tolerance and reasonable expectations for their investments. We share their perspective and don’t swing for home runs or chase trends. Instead, we rely on our experience and long-term investment approach – one that has allowed clients to navigate market volatility (especially in 1987, 2000, 2008 and 2020).

Day in and day out, we put a premium on frequent discussions that revolve around clients’ personal passions, as well as their financial situations and ambitions. We host meetings with entire families so that each stakeholder can contribute and appreciate an overall strategy. We also meet with employers and their employees – to help them build wealth that endures into their retirement years.

Our clients’ achievements and values have led to financial and personal success. We are proud to help manage their wealth responsibly and in the most respectful manner.

Videos
Welcome to Our Team Website
Recognition
James Hallam
First Vice President, Senior Financial Advisor
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Show more recognition
Nelson Hallam Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Welcome

At The Nelson Hallam Group, our perspective on wealth management has been shaped by more than 50 years of shared financial experience and a desire to provide the skills and sensitivity many clients do not expect, but certainly deserve.

The way we see it, our value extends well beyond dollars and cents. It's best measured over time, by the delivery of highly purposed advice and guidance – offered with an authentic, personal touch.

As an established team, we've earned our stripes assisting a largely referred clientele of successful people who want to preserve and grow the wealth they've worked hard to achieve. A majority comes from previous advisors who did not deliver the desired levels of acumen and attention.

What makes us proud? Clients have not just brought us their challenges – they've also brought us holiday baskets, honey, homemade dishes, thank you cards, and the feeling that comes from serving good people who appreciate our knowledge, care and consideration.

Well-known in our community, we enjoy serving our neighbors and former schoolteachers, professionals beginning to accumulate wealth, active and retired business owners (with and without qualified retirement plans), their employees, and as many as three generations of families we've come to know. When possible, we work closely with both spouses, so that each can explain what holds meaning in their lives and understand the strategy we build on their behalf.

While diverse in their paths to our door, most clients have a conservative mindset in terms of risk tolerance and reasonable expectations for their investments. We share their perspective and don't swing for home runs or chase trends. Instead, we rely on our experience and long-term investment approach – one that has allowed clients to navigate market volatility (especially in 1987, 2000, 2008 and 2020).

Day in and day out, we put a premium on frequent discussions that revolve around clients' personal passions, as well as their financial situations and ambitions. We host meetings with entire families so that each stakeholder can contribute and appreciate an overall strategy. We also meet with employers and their employees – to help them build wealth that endures into their retirement years.

Our clients' achievements and values have led to financial and personal success. We are proud to help manage their wealth responsibly and in the most respectful manner.

Meet Our Team
Dana Nelson,

CIMA®, CRPC™

Senior Vice President, Wealth Management Advisor
417.885.0668
James Hallam,

CPFA™, CRPC™

First Vice President, Senior Financial Advisor
417.885.0646
Christopher Obert,

APMA™

Financial Advisor
417.885.0642
Sheila Eubanks
Wealth Management Client Associate
417.885.0616
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Sue Tettenhorst
Wealth Management Banking Specialist
Merrill
Brent Smitko
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #505779
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Accredited Portfolio Management Advisor™, APMA™, and the APMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.