There will always be economic volatility and events that create questions and concerns, and yes, confusion about what course of action to take. I am here to help my clients make the adjustments they need to help them stay on track to meet their goals.
Transparent, up-to-date information is crucial to navigating important personal financial decisions. With a degree in financial management from Clemson University, and as a CFP® professional, I have sought reputable knowledge to serve my clients, and have access to resources you can trust. At Edward Jones our core culture is to make financial advice clear, understandable, accessible and available to our clients.
With over 25 years of experience in financial and advisory services, I have enjoyed helping families and business owners navigate through financial decisions that affect them and their families both short term and long term. My husband and I have raised our family, volunteered as sports booster chairpersons, served in leadership roles in our church and enjoyed close, lifelong friendships in the Bluegrass region. So, we get it. It's tough juggling all the things you want to accomplish that pull at your limited financial resources. As a personal financial advisor, I will gladly listen to your goals, evaluate your needs and resources and tailor your strategy.
It would be a pleasure and a privilege to work with you as an Edward Jones financial advisor. Please call me for an appointment and let's talk!
- Retirement Savings Strategies
- Retirement Income Strategies
- Business Retirement Plans
- Estate & Legacy Strategies
- Portfolio Reviews
- Special Needs Financial Considerations
Phone NumberDawn M Nelson at (859) 223-0881
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