Nancy Parsons CFP®

Financial Advisor

Nancy Parsons

Benjamin F. Edwards – Springfield, IL

Location
3038 Spring Mill Dr
Springfield, IL 62704

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 PLANNERTM (CFP®) professional

My Community Activities

  • West Side Christian Church, Member

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Nancy Parsons

Benjamin F. Edwards – Springfield, IL

Location
3038 Spring Mill Dr
Springfield, IL 62704

Check the background of this investment professional on FINRA’s BrokerCheck