Lucy has spent over 30 years working in the financial services industry, delivering high-quality customer service in every interaction with a client. Through her work, she’s able to support both the general needs of her team and specific client requests.
Lucy loves working with people and being the first point of contact for clients as they work with the team. She ensures that client’s daily needs are met, and she coordinates a wide range of operational and administrative tasks in the office.
With parents that came over to the United States from Italy, Lucy’s first language is Italian. She currently lives in Clifton, NJ, with her husband, Jason, her daughter, Gisella, and their two dogs. During warmer months, she and her family enjoy going for motorcycle rides around the town. Lucy and her daughter also volunteer at the local animal shelter.
Client Services Associate
With nearly a decade of experience in the financial services industry, Nadia Aguiar currently serves in a client support role for the Legacy team. Nadia always knew she wanted a career in which she could help people, and she’s in the perfect place to do so as she works closely with clients on a daily basis.
Whether she is helping parents fund a college savings account or helping people save for a new home, Nadia loves the idea of creating a brighter future for the team’s clients. As she assists them with asset allocation, estate and retirement planning strategies, and online support, she has an active hand in helping clients achieve their aspirations.
Nadia graduated with a bachelor’s degree in merchandising and marketing from Berkeley College in New Jersey.
Growing up near an equestrian center, Nadia developed a love for riding horses, and she continues to ride on the weekends and hopes to own her own horse someday. She currently lives in Guttenberg, NJ, with her boyfriend and two cats. In her free time, she enjoys playing chess, going to the movies, playing tennis, baking, and cooking.
Nadia has volunteered at the Ronald McDonald House in Queens and has worked to provide meals for people experiencing homelessness in Manhattan.