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Kerry Simpson, Financial Advisor

FINANCIAL ADVISOR
Kerry Simpson

420 Victoria Street, Nelson, BC V1L 4K5opens in a new window
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About Kerry

As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.

Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress...

Work History

  • Edward JonesFebruary 2012 to Current

Team Members

  • Robin Hartland
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Phone

(250) 352-0330

Fax

(877) 725-4394

Office Address

420 Victoria Street
Nelson, BC V1L 4K5opens in a new window

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

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Setting your path

We use an established process to help you reach your goals.

Learn More