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

wealth management advisor in Corvallis Nancy Beaudry

Wealth Management Advisor
U.S. Bancorp Investments


Primary office
2600 N.W. Ninth Street
Corvallis, OR 97330

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For general account support, call 888-330-6918

About me

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

I want to make managing your finances as easy as possible for you. As your financial 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.

I'm on the board of Kiwanis Club of Corvallis, a member of Heartland Humane Society and St. Mary's Catholic church. Outside of work, my interests include the theater, biking 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 Wealth Management from U.S. Bank and U.S. Bancorp Investments

Our integrated wealth management approach gives you access to a dedicated wealth professional, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank wealth specialists offer trust and estate and wealth management banking services while our U.S. Bancorp Investment professionals provide wealth planning, investments and insurance support.