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Nancy Riedel, AIF®CEO, Founder

Nancy Riedel, AIF®
CEO, Founder

Nancy started BenefitsTree, LLC in 2004 following over 30 years of corporate experience in sales, leadership and administration roles in the Institutional Trust Employee Benefits, Asset and Wealth Management area of Wachovia Bank, N.A. (now Wells Fargo Bank, N.A.). She is committed to making a difference in the financial lives of people and business owners. Her professional passion is helping others, of all ages and walks of life, to achieve financial wellness through education and life planning.

She graduated from Guilford College in 1984 with degrees in Business Administration and in Accounting and Management. Nancy’s professional designations include Series 6, 7, 26, 63 and 65 from FINRA. She is also a licensed Life and Health agent.

Nancy is an Accredited Investment Fiduciary® designee. The AIF® designation certifies that she has specialized knowledge of fiduciary standards of care and their application to the investment management process.

Nancy and her husband, Richard, live in metro Atlanta. She is the proud mother of a grown son, is an education enthusiast, and enjoys, reading, traveling and collecting antique glass.