Dawn Nelson, Edward Jones Financial Advisor

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Dawn Nelson, Edward Jones Financial Advisor Personal, private, experienced, caring, financial advisor. Edward Jones is a financial-services firm dedicated to serving the needs of individual investors.

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A successful business exit often starts well before a sale or transition. I can help you consider key financial planning...
10/15/2026

A successful business exit often starts well before a sale or transition. I can help you consider key financial planning strategies to prepare for what comes next — let’s talk about your vision.

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previo...
10/12/2026

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previous ones, and does it still have room to run?

Angelo Kourkafas, Senior Global Investment Strategist, shares his perspective on what's helping sustain this bull market and what investors should watch next in the latest Weekly Market Wrap: https://bit.ly/4B1BUKP

Your wealth can help support the people and causes that matter most. I can help you plan for the future and create a str...
10/10/2026

Your wealth can help support the people and causes that matter most. I can help you plan for the future and create a strategy around your legacy goals. Send me a message, and let’s find time to connect.

Your business represents years of hard work and dedication. I can help you think through succession, transition planning...
10/08/2026

Your business represents years of hard work and dedication. I can help you think through succession, transition planning and strategies to help support your long-term goals. Send me a message to schedule a meeting.

Rising rates have grabbed headlines, but they're only one inning in a much longer game. Easing inflation, healthy consum...
10/05/2026

Rising rates have grabbed headlines, but they're only one inning in a much longer game. Easing inflation, healthy consumer spending and growing corporate profits point to an economy that remains on solid footing.

Investment Analyst Brock Weimer shares insights from market history, exploring how stocks have performed following sharp increases in bond yields and what those trends may signal for investors in the latest Weekly Market Wrap: https://bit.ly/3Vo6mid

Building wealth takes thoughtful planning. I help families in our community develop strategies to manage wealth today wh...
10/03/2026

Building wealth takes thoughtful planning. I help families in our community develop strategies to manage wealth today while preparing future generations for tomorrow. Reach out to learn more.

Selling or transitioning a business can take years of planning — but you don't have to do it alone. Let's find time to d...
10/01/2026

Selling or transitioning a business can take years of planning — but you don't have to do it alone. Let's find time to discuss how my team can help.

Bond yields recently climbed to their highest levels in decades as investors weighed sticky inflation, booming AI invest...
09/28/2026

Bond yields recently climbed to their highest levels in decades as investors weighed sticky inflation, booming AI investment and robust economic growth. In this evolving environment, higher interest rates are creating new opportunities in fixed income while shifting market leadership across equities.

Senior Economist James McCann shares his perspective on how investors can navigate today's higher-rate environment in the latest Weekly Market Wrap: https://bit.ly/4hzN6FS

Creating wealth is about planning for the future. I can help you explore strategies to manage, protect and pass on your ...
09/26/2026

Creating wealth is about planning for the future. I can help you explore strategies to manage, protect and pass on your wealth. Let’s discuss how a financial plan can make all the difference.

I help simplify complex financial needs for business owners in our community like you. Your success is my priority — let...
09/24/2026

I help simplify complex financial needs for business owners in our community like you. Your success is my priority — let’s find time to connect.

Address

220 Ruccio Way
Lexington, KY
40503

Telephone

+18588851778

Website

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