Nancy Smith is a Senior Registered Client Service Associate at Panos Firek Wealth Management of Raymond James, with over a decade of financial industry experience. Holding a Bachelor of Science in Business Administration from Walsh College, Nancy's expertise, dedication to delivering superior client experiences, and commitment to the team's success, solidify her position as an invaluable member of Panos Firek Wealth Management.
Developing strong client relationships is a key focus for Nancy. Using her organizational skills and warm, friendly personality, she takes great pride in developing personalized client experiences and tailored solutions to meet client’s individual needs. Nancy collaborates closely with advisors and clients to implement financial strategies, manage cash flow, and develop custom lending strategies for high net-worth clients.
Nancy’s meticulous nature and organizational skills contribute to the team's accomplishments. She assists with opening new accounts, managing cash flow and lending requirements, and collaborating seamlessly with clients' CPAs and Estate Attorneys. Her understanding of complex strategies, including portfolio models, annuities, and life insurance policies makes her a valuable asset to our clients.
Residing in Clinton Township with her husband, Dave, and their cherished Golden Retriever, Kimba. During leisure time, Nancy enjoys golfing and reading. She firmly believes that success is not the key to happiness, but rather, happiness is the key to success.
Panos Firek Wealth Management was named on the Forbes Best-In-State Wealth Management Teams List.
The 2025 Forbes Best-In-State Wealth Management Teams, 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 3/31/2023 to 3/31/2024 and was released on 01/09/2025. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights 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 11,674 team nominations, 5,331 advisor teams received the award 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. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealthmanagement-teams-best-in-state for more info.