Nancy Briggs
Senior Retirement Plan Services Administrator, VP
Old National Wealth Management
About Nancy
Nancy has over 20 years of experience providing retirement plan services for institutional trust clients with a focus on ERISA regulations, fiduciary issues, plan design, and employee education. Her previous public accounting experience includes personal and corporate tax preparation which provides valuable insight into the concerns of her business clients. Nancy is a member of the Indiana Benefits Conference, as well as serving on the Union Hospital Pension & Audit Committee and the board of Wabash Valley Art Spaces.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 a World’s Most Ethical Company® by the Ethisphere Institute every year since 2012.
Old National Wealth Management is the umbrella marketing name/logo for
wealth-related services, including Old National Investments, Old
National Private Banking and Reserve Wealth Management services. Old National Wealth Management, Old National Private Banking, and
Reserve Wealth Management are not affiliated with LPL Financial.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC.). Insurance products are offered through LPL or its licensed affiliates. Old National Bank and Old National Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Old National Investments, and may also be employees of Old National Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Old National Bank, Old National Private Banking or Old National Investments. Securities and insurance offered through LPL or its affiliates are:
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