Nancy joined the Legacy Capital Advisors Team in 2017. As the Operations Associate here at Legacy Capital, Nancy’s main focus is delivering the best personalized client experience. She assists with portfolio updates, insurance, day-to-day client contact, and providing administrative support to the advisors in the office.
Nancy graduated magna cum laude from the University of Georgia with a BBA in Finance and a Certificate in Legal Studies in August of 2017. She closed out her undergraduate career studying abroad at the University of Oxford in England.
Sign up to view 0 direct reports
Get started
This person is not in any teams