Nancy T Bell

Nancy T Bell CFP®

1910 S Meyers Road
Oakbrook Terrace IL 60181
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6303913902

Nancy Bell is a member of TC Wealth Partners and Trust Company of Illinois wealth management team and is an accomplished investment professional, Certified Financial Planner™ and Certified Divorce Financial Analyst®.  Nancy has 25+ years of demonstrated success with comprehensive relationship management within the affluent market.  Key competencies include personal experience with the divorce process, customized financial planning, customized investment portfolio strategies and pre-and post-divorce planning.   Her practice is built on her dedication and commitment to build enduring relationships with new and existing clients and their families around their personal financial lifestyle needs.

Specialties: Professional Designation: Certified Financial Planner®, Certified Divorce Financial Analyst®

Professional Licenses: Series 7, 63, 65 and Illinois Insurance Licenses in Accident/Health and Variable/Life

Master Gardener, University of Illinois Extension

EDUCATION AND PROFESSIONAL DESIGNATIONS

• Certified Financial Planner™

• Certified Divorce Financial Analysts™

• BS Eastern Illinois University

PROFESSIONAL AND COMMUNITY INVOLVEMENT

• Financial Planning Association

• Chicago Estate Planning Council

• DuPage County Estate Planning Council

• University of Illinois Extension Master Gardener

MY FAVORITE QUOTE…

"What you do makes a difference, and you have to decide what kind of difference you want to make."― Jane Goodall

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ in the U.S.