Nina Needleman

Nina Needleman, a seasoned financial services professional, specialized in helping couples and families eliminate the tension relating to financial decisions. Her 29 years of experience in the industry was spent helping clients minimize risk and address financial dilemmas. Nina’s passion is helping people be good consumers of financial services, so they can obtain the most value in the financial products and services appropriate to their needs.

Her education and credentials include:

Bachelor of Arts and MBA from Washington University

Registered Representative (Series 7 & 63)

Registered Investment Advisory Representative (Series 65)

Branch Manager and Principal (Series 8 & 24)

Missouri Life & Health Insurance License

Dale Carnegie Effective Speaking & Human Relations Course

Since retiring from the business in 2011, Nina has been using her business and financial skills to help nonprofits with Capacity Building and to teach financial literacy and philanthropy. She sees her role now as a Personal Finance Whisperer – helping people ask the right questions to make informed decisions that shape their financial future.