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Tim Nelson, Financial Advisor

FINANCIAL ADVISOR
Tim Nelson

CFP®, CFA®
15333 E 127th St, Lemont, IL 60439opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Intergenerational Planning

About Tim

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 29 years of experience in...

Work History

  • Edward JonesNovember 2011 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CFA®

    Chartered Financial Analyst®

Education

  • Loyola Univ-ChicagoMaster of Business Admin
  • Univ of IL-Champaign/UrbanaBachelors

Personal Interests

  • Traveling
  • Volunteering
  • Sports Enthusiast
  • Music
  • Golfing

Team Members

  • Nerissa Smith Miranda
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(630) 257-6960

Fax

(888) 633-5131

Office Address

15333 E 127th St
Lemont, IL 60439opens in a new window

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