Wealth Management, Trust Services and Retirement Plan Services
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Nancy T Bell
With 30 years in financial services, I love sharing my experience, knowledge and insights with clients and their families to help them secure a strong and enduring financial future. As a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), I provide comprehensive financial planning and integrated investment strategies for all my clients, making it easier for them to navigate life’s many transitions, particularly regarding pre- and post-retirement planning. As a Certified Divorce Financial Analyst (CDFA), I guide those whose lives have been upended by divorce to rebuild and stabilize their financial lives. By applying expertise acquired as a Chartered SRI Counselor™ (CSRIC), I help people invest intentionally to support their personal values and causes. I am a University of Illinois Ext Master Gardener, Vice President Board member with the GardenWorks Project, a member of the League of Women Voters and AAUW.