THE LEGACY TEAM
President, Director of Investment & Advisory Services
Nancy brings a wealth of knowledge and experience to Legacy Investments. Her specialties include working with clients to develop strategic financial solutions, overseeing securities transactions and building lasting advisory/client relationships. She takes personal and professional delight in helping clients invest wisely. Nancy began her career in the investment industry at Putnam Investments. From there she advanced to Financial Associate at A.G. Edwards, where she and Sophie, along with their families, became close friends. In 2006, she and Sophie opened the Merrill Lynch office in Lewiston, Maine, with Nancy serving as Financial Advisor and Senior Registered Client Associate. In 2009, she and Sophie pooled their talents to form Legacy Investments.
Director of Client Services
Jillian joined Legacy Investments in November 2011 as our Client Relationship Manager. With over 8 years of customer service, marketing and management experience, she offers excellent attention to detail and has a strong desire to assist and build lasting relationships with our clients. She will be studying for her Series 66 and Series 7 exams. This will enable her to become a fully licensed Investment Advisor and will allow us to provide an even higher level of support to our clients. Jillian lives in Woolwich with her husband and two children. She enjoys spending time with her family, running, camping and many other outdoor activities. Jillian attended the University of Maine.