AARP PRODUCTS & SERVICES
HEALTH
FINANCIAL
TRAVEL
DISCOUNTS
INSURANCE
|
AARP.ORG HOME |
 Join AARP
|
Tewksbury, MA — AARP Financial, a new subsidiary of AARP Services, Inc., announced the appointment of Nancy M. Smith, as Vice President, Investment Services. A 20-year veteran of the securities industry and regulatory community, Ms. Smith oversees compliance and investment advisory services for AARP Financial.
"Our goal at AARP Financial is to assist AARP members and Baby Boomers alike to prepare financially for retirement," said Larry Renfro, President of AARP Financial. "Nancy Smith's track record as an SEC official and state regulator who has championed plain language and simplicity in investment products makes her a tremendous asset to AARP Financial. She has been instrumental in our efforts to simplify the investment process."
"I am excited about the crucial role AARP Financial serves in the 50-plus marketplace," said Ms. Smith, "Our goal at AARP Financial is to make investing an easy, uncomplicated process. There is a tremendous need for an entity like ours that is committed to helping individuals invest for retirement by simplifying investing."
Ms. Smith has served at the U.S. Securities and Exchange Commission as Director of the Office of Investor Education and Assistance, leading the SEC's plain English initiative and outreach to individual investors. Previously, she served as Director of Securities for the State of New Mexico. Prior to her work with the SEC, she was Senior Finance Counsel for the subcommittee of the U.S. House of Representatives with responsibility for securities legislation and oversight activities. More recently she served as a Vice President of FOLIOfn, an online brokerage firm. She received her B.A. and J.D. from Georgetown University.
About AARP Financial
AARP Financial, founded in 2005, is a wholly owned subsidiary of AARP Services, Inc. Based in Tewksbury, Massachusetts, AARP Financial is dedicated to helping people age 50 and over build a more secure financial future by offering products and services designed to meet their retirement needs. AARP Financial offers a carefully chosen array of investment products and guidance, including the AARP Funds, a group of three index-based mutual funds; auto and home insurance through The Hartford; credit cards through Chase; life insurance through New York Life; and mobile home and motorcycle insurance through Foremost.
# # #
While AARP has licensed the use of its name to AARP Funds and endorses the services provided by AARP Financial Incorporated, AARP cannot recommend that any specific individual should purchase shares of a particular fund. AARP is not a registered investment adviser or broker-dealer.
