Nancy is a Senior Financial Advisor with 29 years of experience currently serving the Sarsota and Manatee markets. Utilizing an in-depth analysis of clients’ unique goals, time horizon, income needs, and tolerance for risk, Nancy customizes easy to understand financial plans to help meet the needs of individuals and their families.
Prior to joining the BMO Investment Services team, Nancy earned a Bachelor of Science degree in Finance from Old Dominion University and has spent the last 13 years at BMO. Nancy is a CERTIFIED FINANCIAL PLANNER™ and holds securities licenses 7, 63, and 65, held through LPL Financial along with her life, health, annuity and variable contracts insurance licenses.
Nancy stays active in her community as a member of Impact100 SRQ. Nancy is married with two children and resides in Sarasota. She enjoys spending time on the beach or on the water and visiting her two daughters at UF and FSU.
- Wealth Planning
- Investment Management
- Retirement Planning
- Insurance and Risk Management