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Wealth Management AdvisorVice President2021 SPRING ROAD
Suite 700OAK BROOK,
Nancy Unglaub, Wealth Management Advisor and Vice President has been a Financial Advisor with Merrill Lynch for over 25 years. She has earned her Certified Financial Planner "TM" CFP “®” desgination awarded by the Certified Financial Planner Board of Standards, Inc and holds a Chartered Retirement Planning Counselor "SM" CRPC "®" designation. Nancy is passionate about financial literacy and education. She sets herself apart by helping clients to understand and develop strategies to achieve their personal goals and objectives. Her focus is on wealth-management creation and management for affluent families.She provides holistic financial strategies tailored to the needs of each individual which include planning for your financial goals with excitement rather than uncertainty. Areas of concentration include: retirement planning, wealth transfer, education of children and grand children, long term healthcare, and asset protection.Clients have commented that she is skillful in navigating a common ground between couples with different tolerances of volatility and risk to develop an agreed upon strategy.Away from the office, Nancy enjoys bicycling, golf and skiing. She lives in Chicago with her husband Bob.
Nancy Unglaub is registered to do business in : AZ, CA, CO, CT, FL, GA, ID, IL, IN, KS, MA, MI, MN, NC, NV, OH, OR, SC, TX, WA, WI
Privacy & Security
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.
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Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
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Trust and fiduciary services are provided by U.S. Trust, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly owned subsidiaries of Bank of America Corporation.
Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
MLPF&S and U.S. Trust make available investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation or in which Bank of America Corporation has a substantial economic interest.