Rachael Nelson, Financial Advisor located in Wilsonville, OR

Financial Advisor
Rachael Nelson

CEPA®, ABFP®
8995 SW Miley Rd Suite 107, Wilsonville, OR 97070opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Business Retirement Plans
  • College Savings
  • Estate & Legacy Strategies
  • Retirement Income Strategies

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • ABFP®

    Accredited Behavioral Finance Professional™

Personal Interests

  • Community Outreach
  • Hiking
  • Camping
  • Mountaineering
  • Gardening

Team Members

  • Cidney Marshall
    Branch Office Administrator

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Phone

(503) 770-8006

Fax

(877) 636-6307

Office Address

8995 SW Miley Rd Suite 107
Wilsonville, OR 97070opens in a new window

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.