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Nancy Graham

Nancy M. Graham, CFP®

Senior Vice President

Wintrust Private Client

Nancy Graham is a Senior Vice President with Wintrust Private Client and has been providing comprehensive wealth management services to her clients for more than 22 years.

She joined the firm in 2024 and works with private clients to satisfy each individual’s unique needs. With her deep experience and commitment to service, Nancy develops a client profile, works to construct a long-term strategy, and implements a plan to help her clients meet their financial objectives. With her experience as a CERTIFIED FINANCIAL PLANNERTM practitioner, planning is a foundation with each relationship.

Prior to joining the firm, Nancy spent eight years with Fifth Third as a Director of Wealth Management, leading a team of wealth professionals in addition to supporting her own clients.

Nancy graduated from Roosevelt University with a degree in Professional Administration. She also holds a FINRA series 7 registration as well as an Illinois Insurance License. She supports the Special Recreation Association of Lake County (SRACLC). Nancy lives in Lake Zurich with her husband. Her children are grown, she and her husband enjoy visiting them around the country, as well as Kayaking, paddleboarding, and pickleball. 

 

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and the federally registered CFP®, which it awards to individuals who successfully complete initial and ongoing certification requirements.

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Call us at 847-295-4261 or:

Serving Clients At:

Lake Forest Bank & Trust - Main

727 N. Bank Lane

Lake Forest, IL 60045