Nancy E Kelly, CLU®, CASL®, ChFC®

Long Term Care Specialist

Professional

In order for Nancy Kelly to speak to you intelligently about the products and services available for you and your family, she needs to get to know you.  Nancy feels it is important that you get to know her as well.

Please review Nancy's experiences and accomplishments:

Nancy Kelly is an experienced Financial Representative with Northwestern Mutual in Portland, OR.  She became a Financial Representative in 2001.  She assists both individuals and businesses.  Nancy takes great care in developing long-term client relationships and providing quality service. She has extensive knowledge of life insurance, disability income insurance, and estate analysis.  Nancy also assists clients with their retirement and investment needs.

Designations

Chartered Life Underwriter CLU®

Chartered Advisor for Senior Living CASL®

Chartered Financial Consultant ChFC®

Awards

Long Term Care Leader in Western Region 2013

Bronze Award 2002

Silver Award 2003

Gold Award 2004

Platinum Award 2005

Associations and Memberships

WIFS - Women in Insurance and Financial Services

CMSA - Case Management Society of America

Society of Financial Service Professionals

Years of Experience

Representing Northwestern Mutual since 2001.

Education

Degree Major Institution
Associate Degree Business Mt Hood Community

Awards and Recognition

 

National Association of Insurance and Financial Advisors Quality Award 2011, 2013

Award recognizing commitment to excellence in service to clients and industry

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck