Nancy Chapin

Background

About Nancy Chapin

Making a positive difference for individuals has always been my driving force. OUR PHILOSOPHY We believe investments should be tailored to your need, not your age or stage of life. One-size-fits-all is not our approach. We genuinely love building relationships and take pleasure in the opportunity to help others achieve success. Whether you are in the beginning stages of investing for your future or already living in retirement, we want to share in your financial dreams for life. WHAT WE DO * Tailored strategies to help you achieve what's important to you * Education and guidance * Help to organize, build, protect and transfer wealth WHO WE SERVE * Serious long-term investors * Engaged and willing to follow through on our advice WHY ME My Edward Jones career began in 2015 and I received the firm's coveted Ted Jones Prospecting Award. In 2019, I completed the requirements for the AAMS™, a comprehensive course of study. I continue to challenge myself to grow my knowledge. Using my training and education as a former licensed practical counselor, listening to the dreams and understanding peoples' emotions helps me connect with you. I enjoy educating and guiding clients to help make sound decisions toward their goals. People should feel in control of their financial destiny. When not helping families with this important work, you can find me gardening, enjoying time with my grandchildren and riding and roping with my family, including my husband, Kevin, and our two sons and daughters-in-law. My affiliations with Rotary Club and Chamber activities are the perfect outlet for giving back to my community. I also enjoy time spent volunteering at my church's soup kitchen. LET'S LAUNCH YOUR FINANCIAL DESTINY TODAY We help you focus on areas of your life that give you joy, meaning and purpose. By providing guidance to individuals from all walks of life, we develop a strategy to help you enjoy a comfortable retirement, approach a life transition, or leave a lasting For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see