Skip to Content
< Back to Team
Nancy Thorsen

Nancy A. Thorsen

Senior Financial Consultant


Nancy has built her 40-year career working to design investment and planning strategies to help build client's wealth, enhance their lifestyles and help them prepare for life's opportunities and challenges. She helps guide trustees regarding investments within trusts as a part of philanthropic planning.

After earning her Bachelor's degree in Accountancy from Northern Illinois University, cum laude, she began her career as a Certified Public Accountant (not currently practicing) with a prominent accounting firm in Chicago. After moving to Naples in 1985, she joined Northern Trust Bank, where she worked for 20 years and then moved to U.S. Trust for four years.

Active in her local community, she previously sat on the Board of March of Dimes and has held various board positions with greater Naples Area Planned Giving Council. Away from the office, she enjoys bicycling, orchids and spending time with her family.

< Back to Team

FINRA's BrokerCheckObtain more information about our firm and its financial professionals.