“I arise in the morning torn between a desire to improve the world and a desire to enjoy the world. This makes it hard to plan the day.”
E. B. White
About Nestlerode & Loy, Inc.
Our History
Nestlerode & Co., Inc., was founded in 1937 in Williamsport, Pennsylvania by Arthur Nestlerode. Daniel Nestlerode joined his father in the firm in 1965 and became President and CEO in 1983. In 1987, Dan moved the company from Williamsport to State College, PA and converted the manual record system to computer. In 1990, the firm added an investment advisory service and, in 1993, Discount Brokerage of Pennsylvania was opened for people who want to manage their own funds. As of October 2005, the name of the company changed to Nestlerode & Loy, Inc. to reflect the business partnership with Judy Loy, CFO at the time. Effective July 2008, Dan semi-retired and handed the reins of the company over to Judy, who is the current CEO. Nestlerode & Loy, Inc. has one office located in State College, PA and six full time employees.
A Historical Perspective of
the Dow Jones Industrial Average
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Why we are
Nestlerode & Loy, Inc. has been in existence for over 70 years. The firm has survived and grown under one philosophy, 'put your clients first and the rest will follow.' In a world of packaged products, huge conglomerates and impersonal call centers, NLI stands out by remaining independent, working with several generations of families and knowing our clients personally, not just their finances.
Our Services
- Traditional Brokerage
- Discount Brokerage
- Investment Management & Consultation
We offer the following products which include but are not limited to:
- Mutual Funds
- Stocks
- Bonds
- Money Market Funds
- Certificates of Deposit (CDs)
- Annuities
- Closed End Funds
- Exchange Traded Funds
- Life Insurance
Our Team
- Judy L. Loy, CEO & Owner
- Daniel J. Nestlerode, Investment Advisor & Owner
- Jody M. Berthold, Head of Operations
- Brian L. Anderson, Financial Principal
- Kelly A. Walker, Head of Trading
- Tiffany Smarsh, Administrative Assistance
- Danan W. Sharer, Investment Advisor
