Nancy enjoys building a close relationship with each client, making sure they know they are a top priority and are receiving the attentive, personal service they deserve. Dedicated and detail-oriented, her goal is always to achieve complete client satisfaction.
Before joining Intellus Advisors in 2008, Nancy was a senior registered sales associate and associate vice president in the Ft. Lauderdale office of Morgan Keegan, which became part of Raymond James in 2013.
Earlier in her career, she was a branch manager assistant and registered sales assistant at Ladenburg Thalman in Boca Raton, and a financial advisor with Advest & Smith Barney in Providence, Rhode Island. She earned a bachelor’s degree in business administration from Bryant University in Smithfield, Rhode Island.
Nancy’s family emigrated from the Azores, Portugal, in the late 1960s. She is a first-generation U.S. citizen and semi-fluent in Portuguese. Her parents moved back to the Azores when her father retired. Nancy enjoys visiting them regularly.
Originally from Seekonk, Massachusetts, Nancy now lives in Naples. In her free time, she enjoys reading, traveling, beach and ocean activities, live music, and spending time with her children, Grace and Quinn.