Nevin Woulas is an integral part of our team at Pelican Wealth Advisors, serving as our core financial planner. With a comprehensive approach, Nevin seamlessly integrates every aspect of clients’ lives into their financial planning. Renowned for his exceptional assistance and expertise, Nevin is highly regarded by clients, often described as the most helpful person they have ever met. 

Nevin joined Pelican Wealth Advisors in November 2015, bringing his extensive knowledge as an Investment Advisor Representative with a Series 65 securities license. He also serves as a research associate and holds licenses in Life, Health, and Variable Annuities. Nevin works closely with the team to develop tailored financial plans for our valued clients and expertly manages their investments.

Beyond his professional life, Nevin cherishes his time with his son Braeden. A long-time resident of Southwest Florida since his family relocated from Massachusetts to Naples in 1984, Nevin pursued his education at the University of Florida and earned his BA from Florida Gulf Coast University. Additionally, Nevin served in the U.S. Army Reserve from 2002-2010, further demonstrating his dedication and commitment to service.

Phone : (239) 200-0865
Email : Nevin@pelicanwealth.com