Nancy Unglaub, Wealth Management Advisor and Vice President has been a Financial Advisor with Merrill Lynch for over 25 years. She has earned her Certified Financial Planner "TM" CFP “®” desgination awarded by the Certified Financial Planner Board of Standards, Inc and holds a Chartered Retirement Planning Counselor "SM" CRPC "®" designation.
Nancy is passionate about financial literacy and education. She sets herself apart by helping clients to understand and develop strategies to achieve their personal goals and objectives. Her focus is on wealth-management creation and management for affluent families.She provides holistic financial strategies tailored to the needs of each individual which include planning for your financial goals with excitement rather than uncertainty. Areas of concentration include: retirement planning, wealth transfer, education of children and grand children, long term healthcare, and asset protection.
Clients have commented that she is skillful in navigating a common ground between couples with different tolerances of volatility and risk to develop an agreed upon strategy.
Away from the office, Nancy enjoys bicycling, golf and skiing. She lives in Chicago with her husband Bob.