Educating clients on financial planning for long and short-term goals is a passion for Jayme Nelson.
She enjoys working with individuals and businesses who are conscientious about their finances and interested in partnering with an experienced advisor. Jayme credits her curiosity, creativity, and strategic planning skills as important elements of understanding her clients and then devising unique and tailored strategies for them.
Jayme offers a complimentary initial appointment, where she reviews current financial situation, listens to desired outcomes, and begins to outline a plan. Based on her personal experiences, she believes she is uniquely qualified to work with entrepreneurs, business owners, and real estate investors, in addition to retirees and pre-retirees.
Jayme lives in the Lexington area with her husband, Joe Ray, and their two sons, Sawyer and Cooper, as well as the best golden doodle in the whole world, Lincoln, and a bearded dragon, Perry.
Professionally, Jayme holds her Series 7 with LPL Financial and Series 66 with Keystone Financial and offers retirement planning, estate planning, wealth management and business retirement plans for both small and large companies. She is also licensed to offer life insurance, annuities and long-term care solutions.
Jayme values her faith, family, and friends. In her free time, she enjoys the outdoors, yoga, pilates, golf, occasional tennis, watching her favorite sports teams and coffee!