financial advisor in Corvallis Nancy Beaudry
2600 N.W. Ninth Street
Corvallis, OR 97330
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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
Insurance protection planning
Retirement plan distribution planning
Executive compensation planning
Business succession planning
Charitable gifting strategies
Goals-based wealth management
Primary office2600 N.W. Ninth Street
Corvallis, OR 97330
Secondary office2300 N Hwy 101 North
Florence, OR 97439
Secondary office205 Ellsworth S.W.
Albany, OR 97321
About Wealth Management from U.S. Bank and U.S. Bancorp Investments
Our integrated wealth management approach gives you access to a dedicated advisor, 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 specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.