Wealth Advisor Chicago | Wealth Management Physicians
Meet Stephanie Nanney, CFP®, CPF Hightower Signature Wealth
Stephanie Nanney grew up around the financial services industry and developed an appreciation early on for the value of helping clients work toward their financial goals. She brings a relationship-focused approach to wealth management, with a particular focus on physicians, business owners and qualified retirement plans.
Stephanie works closely with individuals, families and business owners to help provide a strong foundation of financial knowledge and develop strategies designed to support their long-term financial goals. She also specializes in qualified plan services, helping business owners and their employees navigate their retirement planning needs.
As a Wealth Advisor and Managing Director with Hightower Signature Wealth, Stephanie believes that successful financial planning begins with understanding each client’s individual circumstances, priorities and goals. She places a strong emphasis on building lasting relationships with her clients and their families.
There is nothing Stephanie values more than developing long-term relationships and helping clients pursue a secure financial future.
About Stephanie
Stephanie has a Bachelor’s degree in Business and Economics from Lehigh University. She is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Plan Fiduciary Advisor®.
Her areas of focus include:
- Wealth management and financial planning
- Physicians and medical professionals
- Business owners
- Qualified retirement plans
- Retirement planning
- Long-term financial strategies
Stephanie and her family enjoy spending time together, traveling to visit friends and family, and getting away to the Rocky Mountains of Colorado, where her husband is from.
Community
Stephanie is committed to giving back to her community and has served in leadership and volunteer roles, including:
- Board Member, Women’s Exchange of Winnetka
- Board Member, Harkness Outreach Center
- Coach, American Youth Soccer Organization
Education
Lehigh University
Bachelor’s Degree in Business & Economics
Certifications & Designations
CERTIFIED FINANCIAL PLANNER® (CFP®)
Certified Plan Fiduciary Advisor® (CPFA®)
Additional Contact Information
Stephanie Nanney
CFP®, CPFA
Wealth Advisor,
Managing Director, Hightower Signature Wealth
Oak Brook, Illinois
Call for a Free Consultation Appointment Today!
If you are a physician, business owner or professional looking for guidance with wealth management, financial planning or qualified retirement plans, contact Stephanie Nanney to discuss your financial goals.
Locations
Chicago, IL
1 N. Franklin St., Suite 1250, Chicago, IL 60606
Office: 312-831-4395
Oakbrook, IL
2211 York Rd #310, Oak Brook, IL 60523
Office: (630) 455-0600