Our Team

Margaret M. Nucci, AIF®

As the firm's founders Margaret,  is a partner of United PlannersFinancial Services, Member FINRA/SIPC; is a financial professional to over 280 households with a concentration in retirement planning.  With a strong background in life insurance and estate planning, she helps clients understand the importance of modest returns, modest withdrawals and proper positioning to allow multiple generations the opportunity for a better financial lifestyle.

"The value I bring to clients is to help reduce their exposure to risk".  As a Registered Principal with United Planners, Margaret feels excessive trading and overlapping in investment products are one of the mistakes that clients make.  "Through education and goal setting we help clients obtain goals and increase their savings to help ensure financial stability for themselves, protect their families and leave legacies to their heirs."

Registered Principal

United Planners Financial Services

2002 - Present

Financial Professional concentrating on retirement planning helping numerous individuals obtain their goals.

Groups and Associations:

American Business Women's Association, Memorial Medical Center Alliance, Greater Lewiston Chamber of Commerce, Elks Lodge

Check the background of this investment professional on FINRA"s BrokerCheck.

 

 

Casi Campbell

Born and raised in Florida but moved to the Hampton Roads Virginia area in 1991. Her career has given the opportunity to develop a wide range of skills including, payroll, accounting and customer service. With over ten years experience in accounting and bookkeeping Casi brought her skills to Financial Designs of Virginia for 5 years. Once her representative retired and his practice was sold to Virginia Financial Planning, she joined their team for a year. Now relocating back to Florida, she is excited to be bringing her skills and joining Nucci Financial Group.

Administrative Assistant

United Planners Financial Services

2010 - Present