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About Nancy

Nancy Coutu, CFP™, CLU®, ChFC® is a principal of Money Man-

agers, Ltd. and Money Managers Advisory. She was born in

Chicago, Illinois. Ms. Coutu earned a Bachelor of Arts degree

in Business Management with a double major of Finance and

Economics from Loyola/Mundelein College, Chicago, Illinois.

Nancy entered the Financial Planning Industry in 1981 as a Registered Representa-
tive with American Express Investment Advisors. She was also an agent for IDS Life
Insurance Company, a wholly-owned subsidiary of American Express.

After hiring and training one of the top Districts, Nancy left American Express to start
her own independent financial planning firm.

Nancy is a FINRA Registered Representative with GF Investment Services, LLC, a
Broker-Dealer in Sarasota, FL. She is a fully licensed General Securities Broker and
Registered Principal. She is also a licensed agent for the sales of Life, Disability,
Medical, and Long-Term Care Insurance, as well as Fixed, Variable and Fixed-Indexed
Annuities.

She has custom-designed and presented Retirement and Estate Planning Seminars
for Fortune 500 companies. She has presented numerous Educational Programs to
employees of AT&T, Jewel Foods (Supervalu), McDonalds and Motorola, to name a few.

Nancy appeared on WGN’s “People to People”, CNBC, FOX News and most of the local
TV news programs. She has been quoted in Kiplinger’s Personal Finance Magazine,
Woman’s Day ™ magazine, the LA Times, and is often quoted in the Chicago Tribune,
the Daily Herald and various other publications. Nancy’s other honors include a nomi-
nation for the prestigious “NAWBO (National Association of Women Business Owners)
New Venture Award” and Small Business recognition awards.

Ms. Coutu has been actively engaged in continuing education in the financial plan-
ning industry and is a member of the DuPage Estate Planning Council. She is a mem-
ber of the exclusive Ed Slott’s Master Elite IRA Advisor Group™.

Professional Designations:

CFP™ Certified Financial Planner

™, conferred by the College of Financial Planning Denver,

Colorado, 1983. The focus of this curriculum was Investment and Tax Planning.

CLU® Certified Life Underwriter

®, conferred by the American College, Bryn Mawr, Pennsylvania,

1993. The focus of this curriculum was Insurance and Estate Planning.

ChFC®

Chartered Financial Consultant®, conferred by the American College, Bryn Mawr,

Pennsylvania, 1993. The focus of this curriculum was Comprehensive Financial and

Estate Planning.