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Nancy Bean

Nancy Bean

Client Advisor, AVP

Office Phone: 574-239-9018

Old National Bank

130 S Main St, Ste 100
South Bend, IN

About Nancy

Nancy is a Certified Trust and Financial Advisor with over 10 years experience in trust services. She has administered a wide variety of accounts, including Revocable Living Trusts, Irrevocable Trusts, Special Needs Trusts, Endowments, Trusteed IRAs, and the like. She has experience assisting individuals with special needs and is skilled at navigating the complex issues. Nancy fully understands her clients' financial objectives, then teams up with their legal and tax advisors to make it happen.

Fiduciary Duty

The financial experts of Old National Wealth Management pledge to deliver financial advice and services that are exclusively to the benefit of our clients. Through the life of our relationship, we will serve your financial needs without compromise.

Integrity

We maintain the highest ethical standards when it comes to serving your needs. Old National has been named one of the World’s Most Ethical Companies™ by the Ethisphere Institute for five consecutive years, making us one of only two U.S. banks to receive that honor.

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