Nancy Cooper Pitt, J.D.

Nancy Cooper Pitt, J.D.

Financial Advisor
Financial Planning Specialist
Registered Representative

3610 River Crossing Pkwy
Suite 200
Indianapolis, IN 46240

Phone: (317)574-2913
Fax: (317)573-5113
E-mail:

 

 

Nancy has worked with clients in various capacities for more than 30 years.  She served as the Senior Vice President of Retirement Planning for Nyhart, and most recently as the Financial Planning Specialist for Financial Partners Group.  With her experience in the legal field, as a trust officer and as a financial planner, she has always focused on her clients’ best interests.

 

Nancy was the 2010 chairperson of the Financial Planning Association (FPA) of Greater Indiana and serves on the Board of Directors for the Indianapolis Association of Insurance and Financial Advisors (IAIFA) and the Indiana Financial Services Education Foundation. She is a Registered Representative and Investment Advisory Representative of New England Securities.

 

Nancy is also active in the community; she serves on the advisory boards for Indianapolis Neighborhood Housing Partnership, Dementia Resources Group and the Barrington of Carmel. Additionally, she is a member of the Professional Advisory Leadership Council for the Central Indiana Community Foundation.

 

Areas of expertise include comprehensive financial planning, asset allocation and  

 

 

investment strategies, retirement planning and estate planning strategies.

 

Nancy is a graduate of Butler University, and received her J.D. from the Indiana University School of Law.