Experienced wealth management

and financial planning professionals

Louise Nash
Registered Client Service Associate
 


Along with her extensive experience providing the highest level of client service within the financial industry, Louise holds Series 7 and 63 licenses, as well as an Insurance Foundation Certificate and a Certificate in Financial Services Practice. Her primary focus is on providing responsive and caring client services in a cheerful, timely and efficient manner, and ensuring the accuracy of every detail while keeping the process as smooth and streamlined as possible. Louise takes great pride in ensuring that each interaction our clients have with us results in their total satisfaction, both with the process and with the outcome.

A native of the UK, Louise was born and raised in the village of Wantage, England, and has worked in the financial services industry since the age of 16. She lived for a time in Brighton, England, before emigrating to the United States, where she and her husband, Bill, reside in Port Saint Lucie. Louise enjoys traveling, reading, swimming and go-carting, and is an avid filmgoer. Louise and her husband proudly earned their United States citizenship in 2013.