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, 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 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 10-year-old daughter, Olivia.
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- Retirement Savings Strategies
- Wealth Strategies
- Portfolio Reviews
- Estate & Legacy Strategies
- Intergenerational Planning
- Retirement Income Strategies
My Personal Interests
- Sports Enthusiast
Phone NumberTim Nelson at (630) 257-6960
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