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 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.