Nancy Parsons CFP^®

My Professional Approach

As a financial advisor, I firmly embrace the principle of putting my clients first and working with them in an atmosphere characterized by trust, integrity and mutual respect.

My client-first commitment to you begins by asking questions and listening to your responses about your current situation and plans for the future. Are you caring for a family? What are your income needs now and during retirement? Are you transitioning your wealth to the next generation?

As we discuss these issues, we’ll work side-by-side to evaluate your current financial picture and explore your investment time horizon and your tolerance for risk. Each of these steps will help us develop a personalized investment program that will be designed to meet your current and projected needs.

My Background

Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2017 as a financial advisor in the Springfield office. I began my financial services career in 1987, and I’m passionate about educating clients and helping them achieve their goals through proper planning and investment strategies.

Outside of work, I like to spend time with my two daughters—Abigail and Jennifer. I enjoy watching them play in volleyball competitions, and working out, especially Zumba.

Areas of Concentration

• Advisory Portfolios
• Asset Allocation
• Business Owner Services
• Education Planning Strategies
• Executive Services
• Financial Planning Strategies
• Investment Strategies
• Portfolio Management
• Retirement Planning Strategies
• Wealth Management

Education

• Southern Illinois University Carbondale, Bachelor of Science Degree in Economics
• CERTIFIED FINANCIAL PLANNER^TM (CFP®) professional

My Community Activities

• West Side Christian Church, Member