Private Vista LLC
Stephanie C. Nanney, CFP®, CPFA, has over 17 years of experience in financial advisory services, currently serving as a Partner at Private Vista LLC since September 2006. At Private Vista, Stephanie collaborates with clients to align their financial resources with life goals, fostering a holistic approach to wealth management. Prior to this role, Stephanie worked as an Operations Planner at L'Oréal from July 2004 to August 2006 and as a Purchasing Agent at Sure Fit from June 2003 to June 2004. Stephanie holds a B.S. in Business & Economics with a focus on Marketing from Lehigh University, completed in 2003, and is a graduate of New Trier High School, class of 1999.
Private Vista LLC
Worried about how you want to spend your retirement while still feeling fulfilled in your life? Recently widowed and overwhelmed by where to look for financial support and resources? Unsure of how you can get the kids through college and create special memories from the family vacations you imagined? That’s where we can help. At Private Vista, we’ve developed an evolved approach to financial planning and investment management that helps answer some of the more difficult questions. Our team of trusted advisors will work closely with you to not only help build your financial resources, but also help align those resources with your life goals. Through our process, we will help define your Private Vista – a clear view of how you want to invest not just your money, but also your time and energy to achieve your definition of an enriched and fulfilling life. By bridging the gap between financial decisions and life goals, we’ve helped clients live out their Private Vista. Our team cares about more than just working with you to achieve financial success. We want to help you reach personal success – feeling enriched and fulfilled in your life. With offices in Chicago, IL and Oak Brook, IL, we work with over 750 households located in the Chicagoland area and across the U.S. Securities offered through Hightower Securities, LLC., Hightower Advisors, LLC is a SEC registered investment adviser