Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Intergenerational Planning
  • Tax Planning Strategies
  • Family Finances
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Business Retirement Plans
  • Sustainable and Responsible Investing
  • Investments
  • Retirement Income Strategies
  • Women's Financial Strategies
  • Insurance
  • Retirement Plan Distribution
  • Charitable Giving
  • Estate Planning Strategies

Awards & recognition

  • Opus: Advice First, Forbes Best-in-State Wealth Management Teams, 2023-2026
  • Nancy S Daoud, Forbes Top Women Wealth Advisors, 2018, 2020, 2022-2023
  • Nina Daoud, Forbes Best-in-State Women Wealth Advisors, 2023
  • Nina Daoud, Forbes Best-in-State Next-Generation Wealth Advisors, 2022
  • Nancy S Daoud, Forbes Best-in-State Financial Security Professionals, 2022
  • Nancy S Daoud, Forbes Best-in-State Wealth Advisors, 2020-23
  • Nancy S Daoud, Barron’s Top 100 Women Financial Advisors, 2019-2022
  • Nancy S Daoud, Ameriprise Circle of Success Chairman’s Advisory Council, 2006-2014, 2017-2019, 2021-2023

Community participation

  • Women's Business Development Council (WBDC)
  • Jamie Hulley Arts Foundation
  • Marrakech, Inc.
  • The Giant Steps
  • Mercy Learning Center
  • St. Jude's Hospital
  • Coptic Medical Association of North America
  • Maddie's Mark
  • Newtown Kindness
  • The Susie Foundation
  • St. Martin de Porres Academy
  • 'rkids Family Center
  • Toys for Tots
  • Connecticut Food Bank
  • Seymour-Oxford Food Bank
  • Seymour Pink
  • Piscataqua Maritime Commission
  • The Umbrella Center for Domestic Violence
  • Simply Smiles
  • Nutmeg Big Brothers, Big Sisters
  • KEEN (Kids Enjoy Exercise Now) San Francisco
  • The Salvation Army
  • The Boys and Girls Club of Milford

Here's what our clients say!

A quick note to let you know how thoroughly satisfied I am with support and advice Lori, Becky and Albertine have given throughout the years. Lori can be relied on to give expert advice when navigating the Ameriprise website and other aspects of online/administrative support. Becky is especially adept at providing almost instantaneous help when researching past translations and investigating upcoming events. I rely on her when scheduling meetings and gathering data for our annual plan among other things. I rely totally on Albertine’s expert advice to expertly manage all parts of my investment portfolio. Many thanks for you and your staff. I look forward to a continued relationship in 2026 and beyond.

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