Nancy is the founder of Leizman Wealth Management of Raymond James which provides discretionary portfolio strategies and comprehensive financial management services. Clients range from entrepreneurs, professionals and families with intergenerational wealth.
As a proud University of Michigan graduate; Nancy embarked on a career in financial services in 1987. Nancy’s entrepreneurial spirit led her to Raymond James & Associates in 2015, where she has championed a practice model to provide custom, discretionary portfolio strategies. The experience of running a successful financial services practice is grounded in the client-first values of Raymond James, in order to provide objective and unbiased advice. The investment philosophy of Leizman Wealth Management is guided by a disciplined process; based on principals of technical and fundamental analysis that has been honed over four decades.
Nancy has earned the professional designation of Private Wealth Advisor. She currently serves Raymond James & Associates as a member of the Discretionary Advisory Council, the Longevity Advisory Board and the Sustainable Investing Advisory Council. Nancy has been named to the Forbes America’s Top Women Wealth Advisors Best-in-State list in 2024 and Forbes List of Best-In-State Wealth Advisors 2024**.
Nancy and her husband Marc are parents of Emily and Ryan, and dog Logan. The “empty nest” has allowed renewed time for community service, travel, tennis, biking, skiing and golf. Nancy was previously member of the Board of Directors of The Museum of Contemporary Art Cleveland-moCa. She is active with the Jewish Federation of Cleveland, and has served on the Dean’s advisory board for the Cleveland State University Monte Ahuja School of Business and has been a trustee for the Cleveland Racquet Club.
*Forbes Top Best-in-State Women Wealth Advisors (2024)
The Forbes ranking of America's Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 9/30/22 to 9/30/23 and was released on 02/08/2024. Research Summary (As of February, 2024) 44,028 nominations were received and approximately 1991 women won based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-women-advisors/?sh=7ae191421d11 for more info.
**Forbes Best-in-State Wealth Advisors (2024)
The Forbes Best-In-State Wealth Advisors 2024 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 44,990 nominations, roughly 8,500 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families and organizations.
Raymond James is not affiliated with the above organizations and/or charitable causes.
