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Tim Nelson - Financial Advisor in Lemont, IL

Tim Nelson

Financial Advisor

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As an Edward Jones financial advisor, I help make extremely important goals — such as sending children to college, living a comfortable, independent and dignified life in retirement, or leaving a legacy to family or the community &mda...... Show More
Location & Business Hours
Tuesday
08:30AM to 04:00PM
Wednesday
08:30AM to 04:00PM
Thursday
08:30AM to 04:00PM
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About
As an Edward Jones financial advisor, I help make extremely important goals — such as sending children to college, living a comfortable, independent and dignified life in retirement, or leaving a legacy to family or the community — a reality. 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 work 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 30 years of experience in the financial industry. My first job was as a municipal bond trader for Edward Jones. Later, I was a credit analyst at Morgan Stanley with Van Kampen Funds. I worked in 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, 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 14-year-old daughter, Olivia.Connect with me on LinkedIn.Follow me on Facebook.
Specialities
Retirement Savings Strategies
Wealth Strategies
Portfolio Reviews
Estate & Legacy Strategies
Intergenerational Planning
Retirement Income Strategies
Traveling
Volunteering
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FAQs
Here are some Frequently Asked Questions about Tim Nelson
What organization is Tim Nelson associated with?
Tim Nelson is associated with Edward Jones.
What is Tim Nelson’s work email address?
Tim Nelson’s professional email address is t********n@e**********.com. You can also email Tim Nelson by clicking on the contact Tim Nelson.
Where is Tim Nelson based out of?
Tim Nelson’s primary location is Lemont, IL.
What is Tim Nelson's phone number?
Tim Nelson's phone number is (630) 257-6960
What is Tim Nelson's title??
Tim Nelson is a Financial Advisor.