Nancy E Kelly
Long Term Care Specialist|CLU®, CASL®, ChFC®
Personal
Family
Nancy is a native to Oregon and currently resides in Gladstone with her husband Mike who is also a financial representative in the Portland office. Mike and Nancy have one son, Garrett, who is a financial representative with NM in the Portland Office as well.
Hobbies
Nancy likes to spend time with her granddaughters, golfing, skiing, walking, traveling, and gardening. Nancy and Mike are avid University of Oregon football fans and attend most of their games.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
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 and Recognition
- Long Term Care Leader in Western Region 2013
- Bronze Award 2002
- Silver Award 2003
- Gold Award 2004
- Platinum Award 2005
- National Association of Insurance and Financial Advisors Quality Award 2011, 2013
- Award recognizing commitment to excellence in service to clients and industry
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
Mt Hood Community, Business (Associate Degree)
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
