About My Practice
For more information please visit my website at www.wellspringfinancialap.com.
My practice is dedicated solely to serving the financial planning, investment management and income needs of single, widowed and divorced women, and couples who are retired or want to plan for their retirement years. Whether you're looking to work with a financial planner for the first time or you're just looking for a better financial advisory relationship than the one you're in now, email me or call me directly to arrange for a no cost, no obligation exploratory meeting.
With nearly two decades of experience in both corporate and private client arenas, Nancy is a CERTIFIED FINANCIAL PLANNER™ professional who has also earned the nationally recognized professional designations of Chartered Retirement Planning Counselor, Chartered Advisor in Philanthropy, Chartered Life Underwriter and Chartered Financial Consultant. She earned her BA degree from Wheaton College in Massachusetts. Nancy is the past president of the Financial Planning Association's Connecticut Valley Chapter and previously served on the executive boards of the Planned Giving Group of Connecticut and the Connecticut Estate & Tax Planning Council, Inc. She is active with the Estate & Business Planning Council of Hartford and Leave A Legacy Connecticut, and recently completed her term on the Professional Advisory Committee of the Hartford Foundation for Public Giving.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 6, 24, 26, 31, 63, 65
Life insurance: CT, MA, Health/disability insurance: CT, MA, Fixed annuities: CT, MA, Variable annuities: CT, MA
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Other - CRPC, CAP
Considerations: Financial Planning & Investment Management Services are Fee-only
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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