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 firm 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 currently serves Raymond James & Associates as a member of the RJ Executive Council, a member of the Discretionary Advisory Council, the Longevity Advisory Board and the Marketing Advisory Council. Nancy has been named to the Forbes America’s Top Women Wealth Advisors Best-in-State list in 2022 and Forbes America’s Top Women Advisors list in 2021 and 2020.
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 is a 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 America's Top Women Wealth Advisors Best-In-State (2022)
The Forbes ranking of America's Top Women Advisors was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: wealth advisors with a minimum of 7 years of experience, client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Research Summary (As of February, 2022) 34,500 nominations were received based on thresholds and 18,465 Advisors were invited to complete the online survey. 13,549 Advisors were interviewed by telephone, 2,610 Advisors were interviewed in-person at the Advisors' location, 1,203 were Advisor web based interviews, and 1,377 women won. SHOOK's research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client's experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience.
America's Top 1000 Women Wealth Advisors (2021)
The Forbes ranking of America's Top 1,000 Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of 7 years of experience and weighing factors like revenue trends, AUM, 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. Research Summary (as of February 2021): 32,810 nominations were received based on thresholds (9,785 women) and 1,000 won. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/top-women-advisors for more information.
Raymond James is not affiliated with the above organizations and/or charitable causes.
