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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
Senior Vice President–Wealth Management
Financial Advisor
Nancy has over 25 years of planning and wealth management experience. Nancy received the CERTIFIED FINANCIAL PLANNER™ designation and assists clients in solving their complex planning needs.
Nancy leverages her background in financial services to focus on wealth management for individuals and businesses. With an emphasis on wealth preservation strategies and in developing financial plans specifically tailored to clients’ needs, Nancy prepares allocation models using complex algorithms to minimize risk and to increase the expected rate of return of a client’s overall portfolio. As a financial advisor at UBS, Nancy provides a full range of wealth management services including: retirement advice, charitable pursuits, education funding, estate planning, risk management, investment management and business strategies.
Nancy is passionate about giving back to the community and has been active in mentoring young women. She has been a board member with Big Thought, one of the nation's leading nonprofit organizations focused on improving public education through creative learning, Trinity River Mission, Girls, Inc., Dallas Greater Senior Citizens organization, the Dallas chapter of Cystic Fibrosis and is a sustaining member of the Junior League of Dallas.
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Nancy has over 25 years of planning and wealth management experience. Nancy received the CERTIFIED FINANCIAL PLANNER™ designation and assists clients in solving their complex planning needs.
Nancy leverages her background in financial services to focus on wealth management for individuals and businesses. With an emphasis on wealth preservation strategies and in developing financial plans specifically tailored to clients’ needs, Nancy prepares allocation models using complex algorithms to minimize risk and to increase the expected rate of return of a client’s overall portfolio. As a financial advisor at UBS, Nancy provides a full range of wealth management services including: retirement advice, charitable pursuits, education funding, estate planning, risk management, investment management and business strategies.
Nancy is passionate about giving back to the community and has been active in mentoring young women. She has been a board member with Big Thought, one of the nation's leading nonprofit organizations focused on improving public education through creative learning, Trinity River Mission, Girls, Inc., Dallas Greater Senior Citizens organization, the Dallas chapter of Cystic Fibrosis and is a sustaining member of the Junior League of Dallas.
Credentials
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
