Nancy Camilli is an Administrative Assistant at Independent Financial Service Group, LLC, powered by LPL Financial. She provides support on an administrative level and performs client management functions.
Prior to joining LPL, Nancy worked as a Trust Administrator helping Advisors and Trust Officers open and close accounts, process distributions and contributions, and prepare annual reviews. With over 22 years of experience in the finance sector, Nancy has had the opportunity to engage with a large and diverse audience.
Nancy believes that being able to think outside of the box is what helps her excel in the financial industry. She also believes in having an in-depth understanding of processes and guidelines and that client satisfaction is not only necessary but part of the bottom line.
Nancy was born and raised in the rural suburbs of Westmoreland County in Pennsylvania. In her free time she enjoys spending time with her great nieces and nephews. She is also involved in the community. Nancy has obtained two bachelor’s degrees: one in Finance and another in Business Administration.