Senior Financial Associate
Nancy Lagerfeldt has been serving clients in the financial services industry since 1980. After beginning her career at Oppenheimer, she spent over 18 years with Robert W. Baird and Company. Her deep experience and unrivaled commitment to client service are integral to the continued success of the Tim Notaro Team. With the belief that each client’s situation is unique, she delivers the personal attention that is essential to designing and implementing an effective and comprehensive investment plan.
Nancy received her BA in Music from The King’s College in Briarcliff Manor, New York. She holds FINRA Series 7, 63, and 65 registrations, Illinois Life, Health, and Variable Annuities Insurance Licenses, and is a Chartered Retirement Planning CounselorSM. Nancy resides in Wadsworth, Illinois with her husband David and their three dogs. She also enjoys volunteering at a local retirement community as well as her church.
The Tim Notaro Team is led by Tim Notaro and John Notaro with support from Nancy Lagerfeldt.
Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning®
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