Nancy serves as Trust Administrator and brings over 30 years’ experience in wealth management. In her current role, Nancy provides expertise in court monitored accounts and special needs trusts and estates. She helps prepare annual accountings, discretionary requests, bill payment and other account administration duties. Nancy delivers exceptional service with her strong communication and organizational skills. She acts as an indispensable liaison between all parties ensuring that everyone collaborates to provide high quality support to our clients. Nancy studied Finance and Business Administration at Loyola University and Roosevelt University.