Nancy provides valuable support for our team and helps to ensure our clients have an excellent
experience when working with us. She dedicates a high attention to detail to manage a range of administrative duties, including handling service requests, opening accounts and processing paperwork.
Passionate and friendly, she enjoys fostering personal relationships with each client we serve.
She originally starting working at Regions Bank in 2000 as a receptionist. While there in February of 2001 she joined the Regions Investments team as a sales assistant. Along the way the company changed to Morgan Keegan and then Raymond James.
Nancy has been with our firm little over 21 years now.
She enjoys spending time with her friends, family and especially her beautiful granddaughters
Abby, Olivia and Everly and loves going to the mountains as well as horseback riding when she has the opportunity.
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