Dawn Nelson, Financial Advisor located in Lexington, KY

Financial Advisor
Dawn M Nelson

CFP®, ChFC®
220 Ruccio Way Suite 180, Lexington, KY 40503opens in a new window
Accepting New Clients
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Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Portfolio Reviews
  • Special Needs Financial Considerations

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ChFC®

    Chartered Financial Consultant®

Personal Interests

  • Gardening
  • Tennis
  • Real Estate
  • Social Responsibility
  • Sustainability

Team Members

  • Wanda Hisel
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(859) 309-6440

Fax

(844) 805-1441

Office Address

220 Ruccio Way Suite 180
Lexington, KY 40503opens in a new window

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