Meet Nancy


Nancy manages client servicing and administration as well as the firm’s compliance with all industry and broker/dealer regulations and requirements. She oversees the transition of new clients to the firm and regularly communicates with clients about updates to their accounts, administration issues and transaction requests.

Nancy also helps our wealth advisors implement changes to client financial plans, and she is the firm’s resource for estate administration requests. She oversees all regular client communication programs and events.

A valuable member of our team for over 11 years, Nancy has over 20 years of prior work experience in estate administration with law practices in New York and Florida. She earned a Bachelor of Science degree in Psychology from Nazareth College in Rochester, NY.

A native of New Jersey, she has two grown daughters. Nancy and her husband live in Sarasota.