Senior Client Service Associate
Nancy put her five-year career as a systems analyst and trainer with Xerox Corporation on hold in 1990 to raise her family. When she felt ready, she worked part time as a Director of Administration for Cardinal Advisors from 2003 to 2010.
“I was looking for employment that was interesting and challenging while also offering growth,” Nancy said.
She began working full time as an Operations Director at Beyond Basics from 2011 to 2012 and as Office Manager for Misch Instruments until 2013.
Nancy then joined Raymond James, first, as a Branch Operations Specialist II in Dallas, then, as an Operations Specialist III in the Custody Department in Southfield, Michigan. In 2016 Nancy joined Joe’s team as a Senior Client Service Associate in the Birmingham, Michigan branch.
“I love being a part of Joe’s team,” Nancy said. “He lives the Raymond James values, which makes working with him and our clients a true pleasure. And I truly strive to be the best that I can be, as a service oriented, professional, responsive, hardworking problem solver.”
Nancy graduated with bachelor’s degree in education from Michigan State University.
Originally from Dearborn, Nancy and her husband, Paul, live in Royal Oak. Their blended family includes Tommy (Hannah), Katie, Emily and Erin Thomas and Lauren and Lisa Miller.
Nancy likes to travel and read, but especially enjoys bike riding. Most recently she participated in a 100K bike race to raise money for Hope Water Project.
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