Nancy Lewis has over 15 years of experience in the financial services industry, beginning as a Financial Advisor Trainee at Morgan Stanley Investments from November 2005 to December 2008, where successful conversion of a $1.6MM book of business led to a 10% increase in revenue. Following this, Nancy held the role of Financial Advisor Trainee at UBS Financial Services from December 2008 to July 2010, coordinating the transfer of a $150MM book with a client transition rate exceeding 92%. Since March 2010, Nancy has advanced to Managing Director and 401k Relationship Manager at Fidelity Investments, overseeing a portfolio of 140 401(k) plans worth $400MM and conducting investment reviews to enhance growth and mitigate risk. Nancy holds a Bachelor of Science in Educational Curriculum and Instruction with an emphasis in Mathematics, as well as a Bachelor of Education in Elementary Education from Texas A&M University.
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