Nancy Loeb
First Vice President, Senior Financial Advisor
NMLS #559392
110 N Wacker Dr
Chicago, IL 60606
312.269.5111
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Accessible, knowledgeable and experienced, I am committed to building and maintaining a strong relationship with you. I am passionate about what I do and I bring that passion to helping you and your family make what may be the most important financial decisions of your lives.
Profile

Nancy has over 40 years of extensive experience in investments and financial markets. Nancy was born in St. Louis, Missouri. She has an undergraduate degree at Pitzer College in Claremont, California and received her Masters in Finance at the University of Missouri at Columbia. Prior to Merrill, Nancy worked for Drexel Burnham Lambert and the Commodity Exchange in New York.

Nancy focuses on individual and corporate retirement plans, financial strategies, estate and retirement planning services, and developing investment plans based on individual needs and objectives.

Recognition
Forbes "America’s Top Women Wealth Advisors Best-in-State", 2023
(Published on February 2, 2023. Rankings based on data as of Sept 30, 2022.)
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
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About Me
Welcome

One of the reasons I chose to become a Merrill financial advisor was my passion for educating clients about investing. I want to help you understand planning for your wealth, as well as the challenges and possibilities presented by the markets, and the impact this greater understanding can have on your full financial life.

Meet Our Professional Staff
Vivian Newton,

CRPC™

Assistant Vice President, Relationship Manager
312.696.2066
Cecilia Lopez-Cerrillo
Wealth Management Client Associate
312.269.5106
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Ralph Perez
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1389976
Jonathan Reaves
Wealth Management Banking Specialist
Merrill
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Nancy E Loeb is registered to do business in AL, AZ, CA, CO, CT, DC, FL, HI, IA, IL, IN, KY, MA, MI, MO, MS, MT, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI.