Private Wealth Advisor
Opus: Advice First, A Private Wealth Advisory Practice Of Ameriprise Financial S
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Nancy Daoud Email & Phone Number
Private Wealth Advisor
at
Opus: Advice First, a private wealth advisory practice of Ameriprise Financial S
1 work email found
@ampf.com
3 phones found area 203
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Opus: Advice First, a private wealth advisory practice of Ameriprise Financial S
Role
Private Wealth Advisor
Location
Oxford, Connecticut, United States
Who is Nancy Daoud? Overview
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Quick answer
Nancy Daoud is listed as Private Wealth Advisor at Opus: Advice First, a private wealth advisory practice of Ameriprise Financial S, based in Oxford, Connecticut, United States. AeroLeads shows a work email signal at ampf.com, phone signal with area code 203, and a matched LinkedIn profile for Nancy Daoud.
Nancy Daoud previously worked as Private Wealth Advisor at Opus: Advice First, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc and Manager at Prudential Financial. Nancy Daoud holds Bachelor Of Science from University Of Connecticut.
Company email context
Email format at Opus: Advice First, a private wealth advisory practice of Ameriprise Financial S
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{first_initial}{last}@ampf.com
76% confidence
AeroLeads found 1 current-domain work email signal for Nancy Daoud. Compare company email patterns before reaching out.
Profile bio
About Nancy Daoud
Ameriprise Chairman's Advisory Council, 2006-2014, 2017-2019Ameriprise Circle of Success, 1990-2013Ameriprise Hall of Fame, 2010I have over 30 years of experience in planning for entire families — from grandparents to grandchildren. Whether the goal is your retirement, your children's education or your parents' health care, I can help you balance your planning and manage your priorities for the benefit of your family and future generations. I'm particularly adept at nuances relevant to multi-generational affluent families including:-Trusts -Estate planning -Gifting strategiesI can also help you develop discreet and effective approaches for communicating with your parents about financial issues…up to and including their health care needs.Areas of Focus: -Small Business-Charitable Giving -Domestic Partner Planning -Estate Planning Strategies -Family Finances -Retirement Planning Strategies -Saving for EducationCA Insurance #0E40791
Listed skills include Leadership, Estate Planning, Financial Advisory, Customer Experience, and 47 others.
Current workplace
Nancy Daoud's current company
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Opus: Advice First, A Private Wealth Advisory Practice Of Ameriprise Financial S
3 roles
Nancy Daoud work experience
A career timeline built from the work history available for this profile.
Private Wealth Advisor
Current
Opus: Advice First, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc
Provide fee based financial advisory services
Aug 1989 - Present
Manager
Nov 1981 - Apr 1989
1 education record
Nancy Daoud education
-
University Of Connecticut
FAQ
Frequently asked questions about Nancy Daoud
Quick answers generated from the profile data available on this page.
What company does Nancy Daoud work for?
Nancy Daoud works for Opus: Advice First, a private wealth advisory practice of Ameriprise Financial S.
What is Nancy Daoud's role at Opus: Advice First, a private wealth advisory practice of Ameriprise Financial S?
Nancy Daoud is listed as Private Wealth Advisor at Opus: Advice First, a private wealth advisory practice of Ameriprise Financial S.
What is Nancy Daoud's email address?
AeroLeads has found 1 work email signal at @ampf.com for Nancy Daoud at Opus: Advice First, a private wealth advisory practice of Ameriprise Financial S.
What is Nancy Daoud's phone number?
AeroLeads has found 3 phone signal(s) with area code 203 for Nancy Daoud at Opus: Advice First, a private wealth advisory practice of Ameriprise Financial S.
Where is Nancy Daoud based?
Nancy Daoud is based in Oxford, Connecticut, United States while working with Opus: Advice First, a private wealth advisory practice of Ameriprise Financial S.
What companies has Nancy Daoud worked for?
Nancy Daoud has worked for Opus: Advice First, A Private Wealth Advisory Practice Of Ameriprise Financial S, Opus: Advice First, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc, and Prudential Financial.
How can I contact Nancy Daoud?
You can use AeroLeads to view verified contact signals for Nancy Daoud at Opus: Advice First, a private wealth advisory practice of Ameriprise Financial S, including work email, phone, and LinkedIn data when available.
What schools did Nancy Daoud attend?
Nancy Daoud holds Bachelor Of Science from University Of Connecticut.
What skills is Nancy Daoud known for?
Nancy Daoud is listed with skills including Leadership, Estate Planning, Financial Advisory, Customer Experience, Team Building, Skilled Communicator, Social Media, and Small Business Planning.
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