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Stacey M Nelson
Financial Advisor
Edward Jones - Bloomington,MN
I grew up on a farm in Iowa, which has been in our family for almost 150 years. I received my bachelor's degree in international business and Languages in 1999 at Tulsa University. I moved to Minnesota in 2000 and began my career in the fin...... Show More
Location & Business Hours
Thursday
08:00AM to 04:30PM
Friday
08:00AM to 03:00PM
Saturday
closed
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About
I grew up on a farm in Iowa, which has been in our family for almost 150 years. I received my bachelor's degree in international business and Languages in 1999 at Tulsa University. I moved to Minnesota in 2000 and began my career in the financial services industry. I earned my CERTIFIED FINANCIAL PLANNER™, or CFP®, certification in 2015. I have been helping people navigate their financial lives for over 22 years now and I absolutely love what I do! As a financial advisor with Edward Jones, my vision is to equip and empower people to fulfill their personal financial goals. I am passionate about making clients feel valued, safe and empowered financially for their future. I work hard to empathize with clients to create an elevated level of comfort.We use an established process to build personalized financial strategies aligned to serve our clients' best interests. We serve the financial needs of individual investors of all ages and financial means. Once we find out what is most important to you and understand your priorities, we can help you identify specific financial goals and develop strategies to help you work toward achieving them and partner with you to stay on track. To maximize client specific strategies, we collaborate closely with clients' accountants, attorneys and other trusted professionals to make sure all their financial needs are aligned.As a team, Alex and I are proud to serve a diverse group of clients within the local community, across the state and throughout the country.I live in Lakeville, MN, with my sons, RaJa and Najee, and our dog, Zay (German Shepherd). Outside of the office, I enjoy spending time with family and friends, exercising, reading and volunteering. I volunteer as high school student ministries leader for teenage girls at my church. I am also a strong advocate of financial literacy for children and young adults.Wherever you are on your financial journey, it's beneficial to have a guide and an advocate. I encourage you to reach out because I would love the opportunity to have a meaningful conversation about what's most important to you.
Specialities
Divorce Finances
Estate & Legacy Strategies
Insurance & Annuities
Retirement Savings Strategies
Wealth Strategies
College Savings
retirement income strategies
active lifestyle
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Search Rank ScoreLearn More →
65
/850
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Positions
- CFP®
FAQs
Here are some Frequently Asked Questions about Stacey M Nelson
What organization is Stacey M Nelson associated with?
Stacey M Nelson is associated with Edward Jones.
What is Stacey M Nelson’s work email address?
Stacey M Nelson’s professional email address is s***********n@e**********.com. You can also email Stacey M Nelson by clicking on the contact Stacey M Nelson.
Where is Stacey M Nelson based out of?
Stacey M Nelson’s primary location is Bloomington, MN.
What is Stacey M Nelson's phone number?
Stacey M Nelson's phone number is (952) 941-3078
What is Stacey M Nelson's title??
Stacey M Nelson is a Financial Advisor.