As an Edward Jones financial advisor, I help make extremely important goals a reality; like sending children to college, living a comfortable, independent and dignified life in retirement, or leaving a legacy to family or the community. Let's start by understanding what's important to you. I then follow an established process to design a personalized strategy to suit your needs, and we will partner together to help keep you on track. Along with my branch office administrator, Nerissa Smith Miranda, we are dedicated to providing the highest level of service possible.
I have 27 years of experience in the financial industry. My first job was with Edward Jones as a municipal bond trader, and later, I was a credit analyst at Morgan Stanley with Van Kampen Funds. I worked downtown Chicago as a proprietary trader with Riverbank Capital Management and Lulu LLC before returning to Edward Jones in 2011 as a financial advisor.
My bachelor's degree is from the University of Illinois at Champaign-Urbana, where I studied economics. I have a Master of Business Administration degree, with a concentration in finance, from Loyola University of Chicago. I received my CFA® designation in 2016. The CFA® designation, or charter, is earned by individuals who pass three levels of exams and pledge to adhere to the CFA Institute Code of Ethics and Standards of Professional Conduct. I am also a CFP® professional.
I'm active in the community, having served as past president of the Lemont Lions Club where I've chaired events and served on the board, and past ambassador with the Lemont Area Chamber of Commerce.
When I'm not working, I enjoy spending time with my wife, Sharon, and our 11-year-old daughter, Olivia.
Connect with me on LinkedIn.
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Focus areas
- Retirement Savings Strategies
- Wealth Strategies
- Portfolio Reviews
- Estate & Legacy Strategies
- Intergenerational Planning
- Retirement Income Strategies
Focus Areas
- Retirement Savings Strategies
- Wealth Strategies
- Portfolio Reviews
- Estate & Legacy Strategies
- Intergenerational Planning
- Retirement Income Strategies
My Personal Interests
- Traveling
- Volunteering
- Sports Enthusiast
- Music
- Golfing
Personal Interests
- Traveling
- Volunteering
- Sports Enthusiast
- Music
- Golfing
Office Information
Phone Number
Tim Nelson at (630) 257-6960Branch Team
- Nerissa Smith Miranda
- Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:00PM |
Monday | 08:30AM - 04:00PM |
Tue | 08:30AM - 04:00PM |
Tuesday | 08:30AM - 04:00PM |
Wed | 08:30AM - 04:00PM |
Wednesday | 08:30AM - 04:00PM |
Thu | 08:30AM - 04:00PM |
Thursday | 08:30AM - 04:00PM |
Fri | 08:30AM - 04:00PM |
Friday | 08:30AM - 04:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:00PM |
Monday | 08:30AM - 04:00PM |
Tue | 08:30AM - 04:00PM |
Tuesday | 08:30AM - 04:00PM |
Wed | 08:30AM - 04:00PM |
Wednesday | 08:30AM - 04:00PM |
Thu | 08:30AM - 04:00PM |
Thursday | 08:30AM - 04:00PM |
Fri | 08:30AM - 04:00PM |
Friday | 08:30AM - 04:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Connect on Social
Branch Team
- Nerissa Smith Miranda
- Branch Office Administrator
Branch Team
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