Nancy is a Financial Advisor with eighteen years of experience currently serving the Sarasota and Bradenton areas. Providing 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 business administration/finance from Old Dominion University, in Norfolk, Virginia. She holds securities licenses 7, 9, 10, 63, and 65, held through LPL Financial along with her life, health, and annuity insurance licenses.
Nancy lives in Sarasota with her husband and two children.