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Nancy Chapin, Financial Advisor

FINANCIAL ADVISOR
Nancy Chapin

AAMS™
314 W Nez Perce, Jerome, ID 83338opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Portfolio Reviews

About Nancy

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...

Work History

  • Edward JonesMay 2015 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Northwest Nazarene CollegeMaster of Science

Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Gardening
  • Hiking
  • Horseback Riding

Team Members

  • Morgan Fenstermaker
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(208) 324-1208

Fax

(888) 749-3836

Office Address

314 W Nez Perce
Jerome, ID 83338opens in a new window

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