Nancy Beaudry | Financial Advisor | Corvallis, OR | U.S. Bancorp Wealth Management

Nancy Beaudry

Wealth Management Advisor
U.S. Bancorp Investments

541.757.6456

Primary Office
2600 N.W. Ninth Street
Corvallis, OR 97330
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About Me

It is my pleasure to serve the financial needs of people in the Mid-Willamette Valley area. I started in the financial industry in 2011. I hold a Bachelor of Science degree in chemical engineering from Iowa State University in Ames, Iowa, and a Master of Business Administration degree in business from Willamette University in Salem, Oregon.

I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.

Outside of work, I am a member of the Corvallis Chamber of Commerce. I also serve on the board of Kiwanis Club of Corvallis. In my free time, I enjoy biking, acting, singing and gardening.

Area of Focus

Investment Planning

Insurance Protection Planning

Retirement Plan Distribution Planning

Executive Compensation Planning

Business Succession Planning

Charitable Gifting Strategies

Executive/Trustee Planning

Legacy Planning

Goals Based Wealth Management

My Offices

About U.S. Bancorp Wealth Management

Whether you’re just starting out or have already achieved a certain level of wealth, our Wealth Management team can help you find ways to make your money work as hard as possible to help you work toward your goals. We offer comprehensive wealth management services including retirement and financial planning, investment management, trust and fiduciary services, and private banking from U.S. Bank. We also offer retirement and financial planning, investment management, and brokerage strategies from U.S. Bancorp Investments.