Mutual Advisors
44yrs
Top advisor by experience at Mutual Advisors
18yrs
Nancy Bennett is a financial advisor in Latrobe, Pennsylvania, with 18 years in the industry. Nancy joined Trustmont Advisory Group in 2010, after a year at Medallion Advisory Services. Nancy holds the CFP® designation.
At a glance
Experience18 years (since 2009)
How that compares ?More experience than 55% of advisors nationwide
Office1740 Lincoln Ave, Latrobe, PA 15650
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$322,838
Advisors at the firm65
States licensed ?1 state
Services through Trustmont Advisory Group
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2010 – nowTrustmont Advisory Group, Inc.Current firm
- Jan 2009 – Dec 2009Medallion Advisory Services, LLCPreviously
Contact Nancy
(724) 468-5665Firm headquarters in Greensburg, PA. Ask for Nancy. 1740 Lincoln AveLatrobe, PA 15650Office · Get directions Facebook pageTrustmont Advisory Group
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Questions to ask Nancy
Tailored to Nancy’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Nancy
How do I contact Nancy?
Call Trustmont Advisory Group at (724) 468-5665 and ask for Nancy Bennett. Nancy works from the Latrobe, PA office.
How long has Nancy been a financial advisor?
Nancy has been in the industry since 2009, about 18 years. More experience than 55% of advisors nationwide.
What licenses does Nancy hold?
No exams are listed on the official record.
Is Nancy a fiduciary?
Nancy is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Nancy paid?
Trustmont Advisory Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Nancy for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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