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Monday 8am - 4:30pm Tuesday 8am - 4:30pm Wednesday 8am - 4:30pm Thursday 8am - 4:30pm Friday 8am - 12pm

Nancy Clark at Edward Jones

Home
United States
Broomfield, CO
Nancy Clark at Edward Jones

With an extensive background in education & coaching, I have a collaborative and open communication Or supporting non-profits as I do.

I focus on guiding my clients to identify and clarify their vision of an ideal retirement. I will coach you along the way to navigate the bumps in the road that happen in "real life". My branch team and I want to help you create a path for generational planning whether your goal is to pass money on to your heirs, assist your parents, donate to a favorite non profit or philanthropic is your passion. Part of our planning can include saving for your first home or dream home, education goals, emergency cash, insurance, and long term care. I support A Precious Child, FISH, Out Boulder, Broomfield Crossing Rotary and Rotary International. I have been honored with the Heart of Broomfield award because of my involvement.

Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC.
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11/02/2026

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.

10/31/2026

Learn how thoughtful planning can help you navigate stock options, RSUs and executive compensation decisions. Reach out to start the conversation.

10/30/2026

As a financial advisor, I've seen firsthand how caregiving can create complex financial decisions for families. Business Insider explores Edward Jones research with Age Wave and The Harris Poll on the "generosity paradox" many caregivers experience as they support loved ones financially while striving to protect their own long-term financial security.

If caregiving is part of your journey now or may be in the future, I'd welcome the opportunity to help you plan for it.

Read the full Business Insider article: https://bit.ly/4iOfSUW

Download the Financial Impact of Caregiving report: https://bit.ly/4ze03ww

Source: Edward Jones and Harris Poll, in partnership with Age Wave, 2026.

10/29/2026

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.

10/28/2026

Cybersecurity Awareness Month may be ending, but protecting your financial information is important all year long. That's why I'm proud to share that Edward Jones offers eligible U.S. clients complimentary access to Carefull®, a service designed to help monitor financial activity, identify potential warning signs and provide alerts that can help detect fraud before it happens.

Reach out to get started or click this link to learn more about Carefull: https://bit.ly/4iiPPnm

10/28/2026

What might the recent AI-driven market selloff mean for investors? Edward Jones Senior Global Strategist Angelo Kourkafas joins Bloomberg to unpack the drivers behind the recent market moves, explain what's happening beneath the headlines, and share perspective on maintaining a long-term investment focus amid volatility.

Watch the full conversation: https://bit.ly/4A0jFEs

10/26/2026

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing questions around the sustainability of AI-driven investment.

James McCann, Senior Economist, explores how these trends are influencing markets, what's supporting the economic outlook, and what investors should keep in focus in the latest Weekly Market Wrap.

https://bit.ly/3WcsWdW

A summary of last week's market highlights and economic news.

10/26/2026

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.

10/24/2026

I can help you explore strategies for managing equity compensation, diversification and long-term wealth planning. Let’s talk about your options.

10/23/2026

Now that your business is heading in the right direction, it’s a good time to consider your financial future.

Read through your options

Address

Broomfield, CO
80020

Opening Hours

Monday	8am - 4:30pm
Tuesday	8am - 4:30pm
Wednesday	8am - 4:30pm
Thursday	8am - 4:30pm
Friday	8am - 12pm

Website

http://Edwardjones.com/

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