Nancy Ladd (CFP®)

Nancy Ladd focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Trinity Financial Advisors, a fee-only financial planning and investment management firm, will help guide you to a sound financial future. Through our team approach and comprehensive planning process, we get a precise view of your entire financial picture. Then, with all the information at hand, we recommend a plan and investment strategy custom-tailored to your needs.

Using a counseling-oriented approach, we begin by understanding your goals and communicating freely and frankly. At our initial meeting, we get to know one another, identify and prioritize issues, analyze them thoroughly and then outline a program that meets your personal objectives. We take the time to build your confidence and trust, answer all of your questions and explain everything in detail.

Trinity’s customized software and comprehensive planning leads to better investment management.

Additional Information

Nancy joined the Trinity Financial Advisors team in September 2007. Prior to joining Trinity, she was a financial advisor with an independent financial planning firm specializing in comprehensive wealth planning for high net worth university professionals. Nancy spent most of her career at Harris Bank working in their financial planning department. Nancy earned her Bachelor degree from DePaul University and her MBA in Financial Planning from St Xavier University. She is a CERTIFIED FINANCIAL PLANNERTM professional.

NAPFA Start Date

February 03, 2011

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This Office

541 N Fairbanks Ct Ste 1060 Chicago, IL 60611-3352 Phone: (312) 245-1300 Fax: (312) 245-9009