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.

Outside of her professional endeavors, Nancy actively contributes to philanthropic causes, including Michigan Humane. Residing in Clinton Township with her husband, Dave, and her two sons, Kyle and Justin. Their cherished Golden Retriever, Kimba, is also a beloved member of their family. 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.