As an Edward Jones financial advisor for more than 27 years, I have the privilege to partner with my clients to help achieve their long-term financial goals. Whether it is saving for college, enjoying a comfortable retirement or leaving a legacy for generations to come, I believe it's important to invest my time in understanding what you're working toward before you invest your money. Working with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family to meet your goals.
In 1994, I began my Edward Jones career as a financial advisor serving the Bolivar community. In 2004, I received the firm's James A. Goodnight Excellence Award. I became a limited partner with Edward Jones in 2007. In 2017, I was named a regional leader in southwest Missouri. In this role, I am responsible for the success of more than 60 branch teams who serve the communities of the greater Springfield/Branson area. I was named an Edward Jones principal in 2020.
I have been married for 35 years to my husband, Tim, who is also a financial advisor. We have two children, Grace, age 21, and Parker, age 17. In our spare time, we enjoy our farm, as well as watching our children in their activities. I also serve on the board of directors for a local electric cooperative.
My branch team includes Katie Duncan, Senior Branch Office Administrator, who has been with me since 2017, and Haley Magnuson, Branch Office Administrator, who joined our branch in 2021. They are dedicated to providing you with the highest level of service possible.
At Edward Jones, we are focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals.
Office Address114 East Jackson
Bolivar, MO 65613 opens in a new window
Phone NumberNancy J Erickson at (417) 326-4445
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 04:30PM|
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More