Nancy T Bell CFP®


Forvis Mazars Private Client

1910 S Meyers Road
Oakbrook Terrace IL 60181
Get directions
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.