With more than 22 years of experience as a financial advisor with Edward Jones, I believe in a holistic approach that begins by understanding and clarifying your expectations and goals before investing any money.
Providing comprehensive wealth strategies involves more than just investment guidance. I welcome the involvement of your CPA, attorney and other professionals to address the entire scope of financial concerns, including your tax mitigation, estate considerations and wealth protection strategies, as well as charitable giving, to tailor a strategy that is appropriate for you and your family.
I received my bachelor's degree in finance from Moorhead State University and I hold my Uniform Investment Adviser Law Examination.
I am an active board member with Teen Challenge and Pulse Outreach, and I have taught investment education at Bismarck State College. Missionary work in both the Dominican Republic and the Kids Alive program have become annual activities.
I have been named to Barron's "America's Top 1,200 Financial Advisors" as North Dakota's #1 Overall Financial Advisor for nine of the last 10 years. I have been featured in Barron's "Best Advice" publication in 2015 and Barron's Advisor Profiles in 2021. More information on the Barron's rankings can be found at https://www.barrons.com/report/top-financial-advisors/1000/2021. In the first year Edward Jones participated, I was named on the Forbes Best in State and was ranked 125th on Forbes Top 250 Wealth Advisors, a first for a financial advisor in North Dakota and South Dakota. I have attended the Edward Jones Managing Partner's Conference for the past 19 years and became a limited partner in 2007. I have also been a member of the Top 25 within Edward Jones for 11 years.
My wife, Kree, and I have four children: daughters Maddie, Emma and Olivia, and son Salvador.
- Entrepreneurs & Business Owners
- Wealth Strategies
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Charitable Giving
- Divorce Finances
My Personal Interests
- Spending Time with Family
- Outdoor Enthusiast
- Health & Nutrition
- Auto Racing
Phone NumberTroy M Nelson at (701) 255-1196
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