For over 15 years, I have been a financial advisor with Edward Jones. Prior to joining Edward Jones, I worked as a Certified Public Account (CPA), specializing in individual and corporate taxes. My current role allows me to help clients throughout a lifetime of financial decisions.
I am honored to serve a wide variety of clients, whose goals range from growing wealth to planning a successful retirement to saving for higher education to charitable giving. I regularly work with multigenerational families to develop distinctive strategies of wealth transfer. Many of my clients are also small business owners with whom I create strategies for business succession and tax efficiency. With careful, calculated planning, I have been able to help dozens of families retire while still in their 50s.
Using an established process, I build personalized financial strategies for my clients that are designed to achieve their unique goals. I take the time to truly listen to my clients and construct measureable goals uniquely-tailored to their circumstances. Once we implement the strategy, I maintain regular contact with my clients to ensure that they stay on track and to make timely adjustments when appropriate.
I understand the value of a team when working with clients and helping them make well-informed decisions. That is why I collaborate with my clients’ CPAs, accountants and attorneys when needed in order to make the best financial decisions. This process helps me to develop plans for sustained, long-term financial success.
Within Edward Jones, I have served as a new and level 1 financial advisor leader, growth team secondary leader, WINGS member, Goodknight and legacy host office, financial solutions coach, visiting vet, client solutions leader, field trainer and Ted Jones coach.
Outside of my roles with Edward Jones, I love to golf, garden, swim and do most anything that allows me to be outdoors appreciating God's green Earth. I also love music and dance.
My Personal Interests
- Scuba Diving
Phone NumberNancy J Sumpter at (785) 271-1624
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