My passion is serving ideal clients and investing my time in learning about you. I am dedicated to working with you to develop specific strategies that can help you achieve your financial goals – such as planning for retirement, navigating through the challenges of life transitions and protecting the financial future of the ones you care for the most.
I spent 18 years in the financial services industry prior to joining Edward Jones in 2007. I received the CFP® professional designation in 2000. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP® Board's Fitness Standards for Candidates and Registrants, agree to abide by the CFP® Board's Code of Ethics and Professional Responsibility, and comply with the Financial Planning Practice Standards.
In addition to serving clients, I enjoy being actively involved in the Jacksonville community. As a breast cancer survivor, I enjoy running marathons and am determined to do them as long as I can! Family is very important to me as well. I have been married to my husband, Mark, for 13 years, and I have two "bonus" sons, Tischler and Alex. Mark and I live in Mandarin, and we love traveling, camping and having dinner with our family and friends.
Being a financial advisor with Edward Jones allows me to go above and beyond for clients. My Branch Office Administrator, Kim Allen, also plays a critical role in getting to know and truly understand each client. She is a Jacksonville native and is married with two grown sons and enjoys traveling, college football and going to the beach.
But we're not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. Together, we can develop a complete, tailored strategy to help you achieve your financial goals.
- Wealth Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- LGBT Finances
- Business Retirement Plans
My Personal Interests
- Community Outreach
- Wine Collecting/Enthusiast
Phone NumberPam Gerrish Nelson at (904) 388-1893
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