Nancy Gillespie
Senior Registered Client Service AssociateNancy applies her more than 20 years of experience in the financial services industry to assist clients with their requests, needs and concerns. Working closely with our advisors, she makes it her mission to serve our clients at the highest level.
She is always eager to help the individuals and families our team serves. She makes it her goal to help clients understand their money is being well taken care of, and always endeavors to explain complex financial topics in a way that’s easy to comprehend.
Nancy also assists Greg in planning and building investment portfolios. She holds Series 7 and 66 securities licenses.
Prior to joining Raymond James in 2022, Nancy was also a Portfolio Associate at Morgan Stanley. She holds a bachelor’s degree in Business and Managerial Economics from Marietta College.
