KANA Private Wealth Group Welcomes Industry Veteran Blake Nelson to Team

In an exciting development for the financial sector, KANA Private Wealth Group, a prominent boutique wealth management firm, has announced the addition of Blake Nelson to its Tampa branch. With an impressive career spanning over four decades, Blake's expertise is expected to enhance KANA's commitment to personalized wealth management.

Blake Nelson's journey began in central Florida, where he was born and raised. After completing his high school education in 1970, he served honorably in the United States Air Force from October 1970 until September 1974, dedicating two years of his service in Southeast Asia. During this time, he operated as an Air Crew Boom Operator on the KC-135 Stratotanker, specializing in inflight refueling missions.

After serving his country, Blake pursued higher education at the University of South Florida, earning a degree in Finance in 1980. His professional journey commenced in 1983, during which he has worked diligently with both individuals and businesses throughout Central Florida. His wealth of experience and local insights make him a valuable asset to KANA, where he aims to help clients navigate their financial goals more effectively.

Blake's family-oriented approach further emphasizes his suitability for KANA, which prides itself on placing families at the forefront of its services. He is a proud father of two children and a grandfather to a 5-year-old grandson. Residing in both Tampa and Tennessee with his wife, Mary, Blake embodies the philosophy of living life on purpose, which resonates deeply with KANA’s mission.

Founded in 2019 by Mark H. Woodward, KANA Private Wealth Group is built on a foundation of guiding clients through undiscovered financial landscapes while prioritizing their needs and wants. The firm operates on a principle that ensures clients develop customized, process-driven plans that align with their long-term goals. The addition of Blake is particularly timely, as it signals KANA's ongoing growth and dedication to delivering high-quality wealth management services.

The company's focus on living purposefully and strategizing for the future has positioned it advantageously within the competitive landscape of financial services. By fostering strong relationships with clients, KANA ensures that their clients’ families' needs are paramount in every financial plan.

As KANA continues to grow, the infusion of Blake's vast knowledge and experience is sure to bolster the team’s capabilities. With a strong commitment to exceptional service and personalized attention, KANA Private Wealth Group is poised to make a significant impact in the financial well-being of the families they serve.

Blake Nelson's integration into the team embodies KANA's vision of a wealth management firm that truly understands the local community and the nuances of its financial landscape. As 2025 unfolds, all eyes will be on KANA as they expand their influence and enhance their service offerings underpinned by this new leadership.

For those seeking sound financial advice and a focused strategy on family-oriented wealth management, KANA Private Wealth Group appears more prepared than ever to deliver on its promises, ensuring that clients are well taken care of in an ever-changing financial world.

Topics Financial Services & Investing)

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