Nancy has anchored the front office since the team joined Raymond James in 2015. Previously, she worked with Matt at Edward Jones, and brings over 15 years of experience in the financial industry. Her business experience provides a strong background allowing her to put the many pieces of account services together.
Nancy’s thoroughness and attention to detail shows her commitment to our clients. She meets continuing education requirements on a yearly basis and adheres to strict ethical standards.
Nancy has a long association with the military due to growing up in the Fort Hood area, and then becoming a military wife. After domestic and international travel, her husband’s military career brought them back to the Central Texas area. They currently reside in Harker Heights, Texas.