Nancy has over 40 years of extensive experience in investments and financial markets. Nancy was born in St. Louis, Missouri. She has an undergraduate degree at Pitzer College in Claremont, California and received her Masters in Finance at the University of Missouri at Columbia. Prior to Merrill, Nancy worked for Drexel Burnham Lambert and the Commodity Exchange in New York.
Nancy focuses on individual and corporate retirement plans, financial strategies, estate and retirement planning services, and developing investment plans based on individual needs and objectives.
One of the reasons I chose to become a Merrill financial advisor was my passion for educating clients about investing. I want to help you understand planning for your wealth, as well as the challenges and possibilities presented by the markets, and the impact this greater understanding can have on your full financial life.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
