Nancy McCaffrey

Nancy McCaffrey

Client Service Manager

Nancy joined LifeFirst Financial in 2015 but has been well known to us since 2009. Nancy supported another advisor in our shared office community, working with her for 15 years. Nancy brings her depth of experience and client compassion to LifeFirst.

She excels at making sure that clients’ requests are understood, tended to in a timely fashion, and that the communication is clear along the way. Nancy also prepares client reports, financial planning paperwork, and forms. Following any client meetings, Nancy oversees the implementation of any action items and assures timely and complete follow-through. Nancy holds a FINRA Series 7 registrations with Commonwealth Financial Network.

Nancy was born in Sharon, Massachusetts, and lived there for many years before making Attleboro her home. She enjoys spending time with her numerous nieces and nephews, getting together with friends, and traveling. Nancy is an avid sports fan, following the Red Sox and the Patriots, even when they are not world champions.