I've enjoyed the opportunity to work with Edward Jones clients and businesses since 2001. I found Edward Jones after spending my first career as an ASCP medical technologist. I wanted a change - to help people in a different way.
I listen, care and wholeheartedly dedicate myself to helping my clients achieve their unique definition of financial success. My clients often come to me during times of transition, such as retirement or receiving an inheritance. Many of my clients are multigenerational families that benefit from strategies of wealth transfer. I also enjoy the challenge of developing complex, high net worth strategies which often require collaboration with other professionals such as CPAs and attorneys. Licensed in several states, I am able to serve clients and their loved ones nationwide.
Education and planning are the keys to helping clients realize their goals and guiding them to make informed financial decisions. To that end, I have also earned the Chartered Retirement Planning Counselor, AAMS® and ADPA® professional designations. I've been a limited partner with Edward Jones since 2011. I've had many volunteer roles and am currently in a regional leadership position with the company.
I lived and have clients in many different states. My spouse, Jim, and I are here in the Pacific Northwest by choice. We love Edmonds and I look forward to continuing to serve my clients and our community for many years to come. This is home. We believe in giving back and have served on a variety of charitable boards and committees. I currently serve on the capital campaign for PAWS, our domestic and wildlife animal refuge and support our local food bank. We enjoy travel, boating and spending time with our two Spinone Italiano dogs.
We're focused on you. Edward Jones has thousands of people and advanced technology supporting our office so we can help you reach your long-term financial goals.
Please connect with me on LinkedIn.
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Socially Conscious Investing
My Personal Interests
Phone NumberNicki S Elsberry at (425) 640-0105
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