Nancy S Daoud, Private Wealth Advisor serving the Oxford, CT area - Ameriprise Advisors

Nancy S Daoud

ChFC®, APMA®

Private Wealth Advisor
Chief Executive Officer of
A private wealth advisory practice of Ameriprise Financial Services, LLC
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Our Mission

Opus: Advice First represents all we can do together. We look to enhance the financial and emotional well-being of our clients and their families by providing education and improving behavior as it relates to important life decisions.

Planning for the future is important work, just as a musician creates their unique pieces. In the musical sense we see our relationship as working in “harmony”. Starting with advice first we look to keep you on track with core financial planning and subsequently help you manage the wealth and assets we work towards building together.

The original office is based in Oxford, CT as well as an office in Palo Alto, CA and recently Opus has added a new location in Westchester, NY! With the help of technology we are able to serve clients in 20 states. Our value proposition is centered on creating and maintaining deep relationships with our clients so that we can help to “orchestrate your dreams”. This is done by identifying your unique and individual goals and helping you pursue them through comprehensive planning.

Honored to receive recongition

Helping my clients, their families and friends stay focused on their long-term financial goals is my top priority. Because of this, I’m proud to share that I’ve been recognized on 3 industry publications’ top financial advisor lists: Barron's Top 100 Women Financial Advisors, 2020-2022; Forbes Top Women Advisors, 2020-2022; Forbes Best-in-State Women Wealth Advisors, 2021-2022. Thank you to all of my loyal clients for believing in me and to everyone on my outstanding team. Your continued trust has made this recognition possible.

My videos

2 videos

The Ameriprise difference

Advice based on your goals, and no one else’s
I’m proud of what I do, and all that my clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, I’d like to help.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Advice Worth Talking About

More than five generations have counted on Ameriprise to provide personalized financial advice to help reach their goals. More than 9 out of 10 of them are likely to recommend us to others. Advice worth listening to is advice worth talking about. (2:24)