Nancy Doyle is a consultant, author, speaker, and advocate for financial literacy. With thirty years’ experience in investments and wealth management, she has the insight to help people become more knowledgeable and more engaged regarding their personal financial affairs.
In Manage Your Financial Life: A Thoughtful, Organized Approach for Women and Manage Your Financial Life: Just Starting Out, she shares a system for managing your financial life along with real-life experiences – hers and those of family and friends – to illustrate key concepts.
An independent, objective perspective
Ms. Doyle brings a straightforward perspective on personal finances. She addresses a broad range of topics in a relatable, easy-to-understand fashion, offering an independent, objective viewpoint, which is essential when it comes to money. Her speaking and consulting work provide demographic and psychographic observations on focus areas – women, millennials, family wealth topics – as well as life transitions with a financial impact. Ms. Doyle’s approach is unique in that she also incorporates financial therapy and professional organization perspectives, which are beneficial to overcoming obstacles and embracing change.
Extensive industry experience
Her financial services industry expertise is extensive. Ms. Doyle is an experienced family office investment professional, acting as the point person for investment managers, private bankers, accountants, attorneys, and trustees. Prior roles include serving as an equity research analyst covering the asset management, brokerage, and consumer finance sectors and consulting on investor relations strategies for financial services companies.
An accessible, relatable approach
She has been a guest on TV, radio, and podcasts and featured in numerous outlets, including U.S. News, Reader’s Digest, MarketWatch, The Huffington Post, Morningstar, WGN TV, and the Chicago Tribune.
A graduate of Georgetown University, Ms. Doyle received her MBA from the University of Michigan Ross School of Business. She holds the Chartered Financial Analyst (CFA) designation, is a Certified Financial Therapist-Level I™ Practitioner, and a Professional Member of NAPO (National Association of Productivity & Organizing). Ms. Doyle is based north of Chicago and in Southwest Florida.
Visit ManageYourFinancial Life.com, @nancyfinance (Twitter), and @essentialhomeoffice (Instagram).