Nancy Tolli has over 30 years of experience in financial services, providing clients with strategic guidance in financial planning and investment management. She holds Series 7, 65, 9, and 10 licenses and has held roles at Prudential Securities, Paine Webber (now UBS), Morgan Stanley, and Fidelity Investments.
A graduate of Iona College with a BBA in Accounting, Nancy lives in Yonkers, NY with her dog, Nina, and balances her professional work with personal interests.
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