Nancy Cooper Pitt, JD, CFP®, ADPA®

Nancy Cooper Pitt, JD, CFP®, ADPA®

Senior Advisor

Primary Office: Carmel
Phone: (317) 688-9500
Fax: (317) 559-9257

Nancy has a BA from Butler University and a JD from the Frank McKinney School of Law at Indiana University. She has also been awarded the CERTIFIED FINANCIAL PLANNER certification and Accredited Domestic Partnership Advisor designation by the College for Financial Planning.

Her professional interests have always revolved around a desire to help others. In 2000, after serving as a trust officer and heading up the retirement services division of a retirement services company, she had the opportunity to tie my financial skills together and learn the financial planning process. She loves to have the opportunity to help others reach their financial goals.

She loves learning and understanding clients' financial habits to show how changes can make a difference on a daily basis. Helping people to see what is possible, she provides a path and guidance to their financial future. Some clients call her their retirement coach.

Nancy and her husband of more than 40 years, Jerry, met in law school. Jerry is a mediator and arbitrator. They love to travel and enjoy spending time with their children and grandchildren.