Nancy Conners Email & Phone Number

I joined Duncan Financial Group, LLC in November 2010 as an Administrative Assistant in the Retirement Plan Administration department. After only a few years, I emerged as an Investment Advisor Representative. My primary goals when working with Retirement Plan Sponsors are to minimize the employer’s time spent managing the plan, to lower the plan’s overall expenses, and to assist the plan participants in achieving their own personal retirement goals. As an Investment Advisor Representative, I act as a fiduciary for my clients. I am seen as a guardian of wealth and protector of family assets. My experience and integrity allow my clients to have confidence and peace of mind concerning their financial well-being, both now and in the future. My services allow clients the freedom to enjoy life with their family and friends—Making It All Work Together! I currently holds FINRA Series 7 & 66. I am licensed in Life and Health insurance in PA. I graduated Summa Cum Laude from Slippery Rock University with a Bachelor of Science in Education. Both family and community are important to me. I currently reside in North Huntingdon with my husband and two children. I am active in the planning and execution of Irwin’s annual Music in the Streets event, and is also a proud member of the Duncan Relay for Life Team since 2011. In my leisure time, I enjoy spending time with family and friends. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Each company is independently responsible for the products and services they provide. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Cambridge and Duncan Financial Group, LLC and its subsidiaries are not affiliated.