Chuck Nagelvoort, Financial Advisor

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • Military Professionals & Veterans
  • New Investors

About Chuck

As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what your goals are prior to investing your money. With over 25 years of financial industry experience helping clients, I joined Edward Jones in 2012 and relocated to Virginia in 2017 as a financial advisor.

In 2012 I earned a master's degree in management from Fontbonne University in St. Louis. In addition, I received the AAMS™ (Accredited Asset Management Specialist™) and CRPC™ (Chartered Retirement Plan Counselor™) designations in 2001 and 2008, respectively. The College for Financial Planning awards the AAMS™ designation to individuals who...

Work History

  • Edward JonesMay 2012 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™
  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Fontbonne UniversityMasters
  • Ohio University-AthensBachelor of Arts

Team Members

  • Teresa Thomas
    Sr. Branch Office Administrator
  • Tracey Funk
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

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