Dedicated to Partnering With Families: Kelsey Nicolai of Edward Jones
financial advisor cherishes impact on clients’ lives
“I enjoy my business. I love my farm and my home. I have a few close friends, and money has never been my God.”
Ted Jones, the son of Edward Jones’ founder, said this when he decided not to bring the firm public, which would have made him the richest man in America. This quote is one of the many reasons financial advisor Kelsey Nicolai is sure she joined the right firm with Edward Jones Investments. Their vision aligns exactly with how Kelsey wants to do business.
“My goal in life isn’t to make the most money, my passion and drive have always been in the business of serving people,” Nicolai said. “Edward Jones gives me an avenue to be able to do that in the most meaningful way. The most important thing to me is to be able to serve my community, and to make sure families have their financial house in order.”
Originally from Fall Creek, Wisconsin, Nicolai watched her mother work in the financial industry for over 25 and never thought she would end up in the industry until she heard of a potential career opportunity in Chippewa Falls.
Since working as a financial advisor in Chippewa Falls, she has worked with many different families in the area of estate planning, retirement planning, brokerage accounts, solutions for business owners, LTC and life insurance, custodial and 529 plans, cash and credit, donor advised funds, and much more.
“When I get to serve people in the most important and vulnerable times in their life it shows me truly how important my career is,” Nicolai said. “The impact that my career has on my clients’ families is something that I really cherish. My job as a financial advisor is so much more than I thought it would be.”
Nicolai enjoys working with people planning for retirement, estate considerations, or any specific goals they may have. She is adamant that it is always a good time to look at your finances, whether you are in college, starting a family, or planning for retirement.
She also recently completed her Accredited Asset Management (AAMS) designation which is a course that studies investments and insurance, as well as tax, retirement, and estate considerations. Nicolai is committed to continuing her education because the industry is always changing, and clients’ needs are complex.
“I’m always looking for the next way to educate myself and others,” Nicolai said. “Like completing my AAMS, hosting frequent seminars, coffee clubs, and webinars. If there’s anything I can do to further my knowledge and provide more education to others I will take the steps to do so because I believe it’s extremely important in my career.”
Edward Jones has 49,000 Financial Advisors, 7 million clients, and manages 1.6 trillion dollars in assets under care. In order to have a complete human-centered wealth management team they have an investment policy committee, equity research analysts, economic and market professionals (with frequent appearances on Fox Business, Bloomberg, and CNBC along with Barron’s and The Wall Street Journal), portfolio managers, and insurance, tax, and legal specialists.
When looking for a Financial Advisor Nicolai said the number one thing is to make sure to find someone you can trust and someone you know is going to put in the work for you. You are going to be partnering with this person for many years to come and they will likely be working with your children as well. Picking someone to manage your financial affairs is a big and emotional decision, if you need an advisor or possibly looking around for a new advisor Nicolai said she is happy to meet with you to show you how she can set herself apart from the other advisors in the area.
To schedule an introductory meeting with Kelsey Nicolai you can contact her Branch Office Administrator Jolene Fuglsang at (715) 723-8588 or Jolene.Fuglsang@edwardjones.com.
Edward Jones Investments