Stephanie C. Nanney
Partner @Private Vista Llc
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WORK HISTORY
Partner @Private Vista Llc
Chicago, IL, US
Here at Private Vista, our team of trusted advisors works closely with clients to not only build their financial resources, but to align those resources with their life goals. Through our process, we help define their Private Vista – a clear view of how they want to invest not just their money, but also their time and energy to achieve their definition of an enriched and fulfilling life. As a lead advisor, my role at Private Vista is to provide the resources and support to help our clients create their definition of their own Private Vista. By bridging the gap between financial decisions and life goals, I am able to help clients live enriched and fulfilling lives.HighTower Advisors, LLC is a SEC registered investment Adviser.
EDUCATION
Lehigh University
B.S. in Business & Economics, Marketing
ABOUT STEPHANIE C. NANNEY
MY FINANCIAL SERVICES CAREER BEGAN IN 2003While I began my career in financial services in 2003, I’ve understood the importance of financial planning since I was a child. My father was a founding partner of FSN, which is now part of Private Vista. He taught me that in dealing with important complex topics, from retirement strategies to next generation planning, to remember that I’m in a business of long-term relationships. It has been tremendously rewarding for me as I work tirelessly to help my clients achieve their Private Vista.MY PRIVATE VISTAMy family is just beginning. My husband and I have two young daughters. We are looking forward to all of their accomplishments and even their challenges. Our focus is on preparing for their future, however, in the meantime, we love to travel and visit family and friends. And as former rugby players, both my husband and I like to stay active.
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