Adviser
Nancy Gordon is a Senior Accountant at RWA Wealth Partners since August 2022, with prior experience as a Sr Financial Reporting Accountant at Benchmark, where responsibilities included managing financial data for SEC reporting and collaborating with global stakeholders. Nancy's expertise extends to auditing, with a background as an Audit Associate II at Weaver, completing audits across various industries. Additionally, experience as a Financial Reporting Accountant at Texon LP involved preparing monthly journal entries, reconciling cash balances, and assisting in annual audits. Nancy holds a Bachelor's degree in Accounting from the University of Houston-Downtown and a Bachelor of Business Administration from Stephen F. Austin State University.
Adviser
Adviser is a full-service wealth management firm, offering investment management, financial and tax planning, managed individual bond portfolios, and 401(k) advisory services. We’ve been helping individuals, trusts, institutions and foundations since 1994. Adviser Investments and its subsidiaries have over 5,000 clients across the country and over $8 billion in assets under management. Our portfolios encompass actively managed funds, ETFs, socially responsible investments and tactical asset allocation strategies, and we’re experts on Fidelity and Vanguard mutual funds. We take pride in being The Adviser You Can Talk To. To see a full list of our awards and recognitions, click here, and for more information, please visit www.adviserinvestments.com or call 800-492-6868.