Lynn Nucci is currently a Client Relationship Manager and has 25 years of experience in the finance industry. Since 2006, she has worked exclusively for John G. McCarthy, III’s practice, helping high net worth business owners, executives, professionals, and individual clients grow and preserve their wealth. To provide a seamless client service experience, she coordinates communication between her clients, their other trusted professional advisors, and the entire planning and servicing team.
Lynn’s prior business career has been broad and diverse, including 10 years with T. Rowe Price as Vice President and Senior Client Relationship Manager in its Retirement Plan Services division, two years with BISYS as a Client Relationship Manager, and five years with Northern Trust Company as an Associate Vice President of Marketing and Operations for its commercial Financial Services and Proprietary Mutual Funds Businesses.
- FINRA Series 7 and 63 registered
- B.S., Purdue University
- M.M., J.L. Kellogg Graduate School of Management