Nancy Westbrook

Background & Experience

Throughout my career, I have focused on building meaningful relationships and a strong sense of community. I bring that same client-first approach to helping individuals and families plan and invest for their future.

I am a native Vermonter, born and raised in Burlington. After graduating from the University of Vermont, I worked in accounting and professional development at Investors Bank & Trust Company (now State Street Bank) in Boston, followed by a client management role in the mutual fund services industry at Deutsche Bank in New York City. My husband and I feel fortunate to have moved back to Vermont to raise our family.

Alongside raising a family and maintaining a full-time career, I have remained deeply involved in our community. I’ve worked with the Clothes Exchange—raising funds for organizations like the King Street Center, Lund Home, and Vermont Works for Women—as well as Spectrum Youth and Family Services and Kayla’s Directory. I have also spent the last decade actively volunteering within Burlington public schools.

Investment Philosophy

My goal is to demystify the investment process, giving clients complete clarity on how their portfolios are structured to support both immediate needs and long-term goals.

One Day In July’s core strategy relies on low-fee, broadly diversified index funds to drive long-term growth. As John Bogle, founder of Vanguard, famously said: “Don’t look for the needle in the haystack. Just buy the haystack!” By focusing on disciplined portfolio management and keeping fees exceptionally low, we help clients capture market returns without unnecessary costs.

As a mother of three daughters, I am also excited to bring a much-needed perspective to a historically underrepresented field, helping women of all ages and life stages take full control of their financial futures.

More About Me

Outside of work, I can usually be found on the sidelines of local soccer and lacrosse games. I love getting out on Lake Champlain, tackling renovation projects on our historic home, and serving the local community.