Biography
Nancy is a member of the client services team and interacts with clients, financial planners and brokerage firms on a daily basis to process service requests, deposits, withdrawals, wires, charitable stock gifts, IRA distributions and more.
Prior to joining Accredited, Nancy spent fifteen years in the financial services industry and has extensive trading and back office experience.
Nancy is an active volunteer with VEAP, Be the Match and the Memorial Blood Center.
For more information about educational requirements, professional certifications, and professional designations, click here.
How do you spend your life wisely?
Life spent wisely is balancing work and home time. I am blessed to have flexibility to enjoy both. Family time and time outdoors revives me in a positive way. This allows me the energy I need so that I can get back to the work I enjoy.
“Be positive. Keep it simple. Treat others kindly. It’s not what you get, but what you give.”
Quotes Nancy and five sisters were raised by
