Our Team

Cynthia 3-smCynthia L. Nims, President, Family Legacy Partners, Inc.
Financial Advisor

After 12 years as a small business owner, my career as a financial advisor began in 1992 at A.G. Edwards & Sons, Inc.  In 2007, I moved to Merrill Lynch.  In 2011, I established Family Legacy Partners, Inc., an independent investment and advisory financial practice, affiliated with Bolton Global Capital, Inc.  We currently serve domestic clients in 24 states and international clients in several countries.

I earned my M.A. from Vermont College of Norwich University, served on the Board of Brattleboro Area Hospice from 2011 to 2017, and am a former long-term Board Member and Chair of the Wells Educational Trust.  I have lived in Greenfield, MA since 1980 where I raised my two children.




Shelley A. Rogers, Vice President, Operations

I have been committed to the financial services industry since 1997 working 8 years in retail banking before joining Cynthia Nims at A.G. Edwards & Sons, Inc. in 2005.  I made the transition with her to Merrill Lynch in 2007 and helped create Family Legacy Partners, Inc. in 2011.  As Vice President of Operations, I presently serve as the administrative liaison for our clients and have earned both Series 7 and Series 66 securities licenses.

I am a life-long resident of the Pioneer Valley and have lived in Northampton, MA with my husband and son since 2004.




BNY Research and Commentary

Related Articles

Global Markets

China's Balancing Act In The Trade War

China’s economy is in a tough spot, facing multiple headwinds including escalating trade frictions, tightening global financial conditions led by the U.S. rate hikes, and deleveraging efforts curbing domestic demand.

Read More: China's Balancing Act In The Trade War
Market Commentary

Real Assets: Opportunities and Constraints for Investors

With sovereign wealth and public pension funds’ investments to real assets set to rise by over US$400bn in the next two years, Alan Flanagan, Managing Director, Global Head of Private Markets and Marvin Vervaart, EMEA Pensions Product Head, explore how...

Read More: Real Assets: Opportunities and Constraints for Investors
Investment Insight

The Importance of a Strong Foundation

In Jeff Mortimer's September 2018 Investment Update, rather than look at this bull market's extraordinary age, he prefers to focus on the fundamentals, which appear to remain strong.

Read More: The Importance of a Strong Foundation
Asset Allocation

Investing for a Disruptive Future

Technological advances are pointing toward a future in which markets are subject to rapid and continuous change. This presents new challenges for investors, but also new opportunities.

Read More: Investing for a Disruptive Future
Economic Insight

How Family Businesses Can Avoid the Wealth Transfer Trap

An estimated $8.8 trillion will be passed down to Gen X and millennials by 2027. But research shows that 70% of families lose their wealth by the second generation and 90% lose it by the third. Why?

Read More: How Family Businesses Can Avoid the Wealth Transfer Trap