Nancy has been in the financial services industry since 2010 and enjoys building client relationships and being a trusted member of the financial planning team. She is a Chartered Retirement Planning Counselor (CRPC®) since July 2020. Nancy currently holds her Series 7 and Series 66 licenses. She has also been a Notary Public since November 2011. Nancy graduated cum laude from New Jersey City University with a Bachelor of Science degree in Finance. She was a three-time recipient of the Charlotte W. Newcombe Foundation Scholarship. Nancy is a member of Delta Mu Delta International Honor Society in Business, and Phi Theta Kappa Honor Society.
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Please Note: EisnerAmper Wealth Management & Corporate Benefits, LLC and its employees do not serve in the capacity of an attorney or accountant. EisnerAmper Wealth Management does not prepare estate planning documents or tax returns.
DEGREES & LICENSING
- Associate of Arts in Business Administration
- Series 7
- Series 63, 65 & 66
