Nancy has been a member of Princeton Wealth Advisors since June 2015. With over 25 years of experience in the financial services industry, she has honed her expertise through significant roles at renowned firms such as Smith Barney and MetLife. Her extensive background in sales and management has equipped her with a deep understanding of the financial landscape, enabling her to provide exceptional service and strategic insights to our clients.
Nancy's professional credentials are a testament to her dedication and proficiency. She holds Series 7, 63, 65, 9, and 10 licenses, which underscore her comprehensive knowledge of the industry and her commitment to maintaining the highest standards of excellence. Her ability to navigate complex financial regulations and her strategic approach to wealth management make her an invaluable asset to our team.
Beyond her professional achievements, Nancy is deeply committed to her community and personal interests. She resides in the picturesque Bucks County, PA, with her husband Chris. In her free time, Nancy enjoys exploring her culinary skills in the kitchen, embarking on hiking adventures, and dedicating her efforts to various volunteer activities. Her passion for giving back to the community is evident in her involvement with local charities and non-profit organizations.
Her unwavering commitment to our clients and her community exemplifies the core values of Princeton Wealth Advisors.