Price Wealth Management welcomed Nancy in May 2018. With more than 25 years’ experience in the financial services profession, Nancy was an ideal addition to the team. While the industry has experienced significant changes over the years, Nancy’s ability to communicate with clients in a clear and thoughtful manner has created a career of stability and trust.
Nancy began her career as an assistant for an independent advisory firm in Stuart, FL in 1992. She credits learning the ropes of the business by reading the Wall Street Journal daily and surfing the web to learn about her newly found industry.
Nancy’s next challenge took her into the banking, broker/dealer, and wealth management channels. Many long-term residents of Martin County will remember the change from First National Bank & Trust of the Treasure Coast to Seacoast National Bank. Nancy was part of that evolution providing a seamless transition for clients while growing the business division along with the growth of the bank. Her roles changed through the years (as did her titles). She saw professional growth as she moved through the ranks as Sales Assistant, Registered Sales Assistant, Assistant Vice President, Vice President, and Senior Vice President–Sales Support and Operations.
Nancy earned her FINRA Series 7, 63 and 24 registrations as well as her Florida Life, Health and Variable Annuity insurance licenses. She also attained the professional designation CTFA, Certified Trust and Financial Advisor.
Nancy’s career changed course in 2014 when she joined Raymond James & Associates and worked with a financial advisor to grow a financial services practice in Fort Pierce. Wherever Nancy has been, clients have attested to her intelligence, care, and ability to get the job done.
In 2018, Nancy came “home” to Stuart to join Price Wealth Management. She appreciates the team approach that Craig Price has created at his firm as well as the holistic, comprehensive approach he takes with his clients.
A native of Illinois, Nancy graduated with Honors from Southern Illinois University where she earned a Bachelor of Science degree in Speech Communication/Public Relations and a minor in Journalism. She is the proud mother of two grown sons, a beautiful daughter-in-law, and two precious grandchildren, and has been active with various community organizations including the Boy Scouts of America Troop 888, FIRST/S.P.A.M. Robotics of the Martin County School District, and the United Way of Martin County.