STEPHANIE NANNEY

PRINCIPAL, CFP®, QUALIFIED PLAN DIRECTOR

 

EDUCATION

  • Bachelor of Science, Business and Economics, Lehigh University

 

COMMUNITY

  • President, Junior Board, Pederson-McCormick Boys & Girls Club

  • Member, Lehigh Alumni Club

 

MY FINANCIAL SERVICES CAREER BEGAN IN 2003

While I began my career in financial services in 2003, I’ve understood the importance of financial planning since I was a child. My father was a founding partner of FSN, which is now part of Private Vista. He taught me that in dealing with important complex topics, from retirement strategies to next generation planning, to remember that I’m in a business of long-term relationships. It has been tremendously rewarding for me as I work tirelessly to help my clients achieve their Private Vista.

 

MY PRIVATE VISTA

My family is just beginning. My husband and I have two young daughters. We are looking forward to all of their accomplishments and even their challenges. Our focus is on preparing for their future, however, in the meantime, we love to travel and visit family and friends. And as former rugby players, both my husband and I like to stay active.