Nancy has extensive experience in the wealth management industry and has worked to serve the complex needs of affluent families for over 15 years.
Prior to joining Kingsview, Nancy served as a Senior Client Associate for Wells Fargo Private Client Group for over eight years, running operations for one of the firm’s largest (multi-million dollar) teams. Before Wells Fargo, she worked with JP Morgan, serving in a similar capacity.
Nancy prides herself on providing client-centric service and going the extra mile to ensure our clients feel they are receiving “white-glove” treatment.
Nancy lives on Long Island with her husband and two daughters. In her free time, she loves spending time with her family, reading, & playing with her children.