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Nancy Lynn Skeans

Schneider Downs Wealth Management Advisors, LP

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About Nancy Lynn Skeans

Nancy Lynn Skeans is an Investment Advisor Representative at Schneider Downs Wealth Management Advisors, LP. Nancy is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the industry for over 20 years. Nancy has specialized in providing financial advice to individuals, families, trusts, businesses, and pension plans. She has a proven track record of success in developing and implementing comprehensive financial plans, including retirement planning, investment management, estate planning, and insurance planning. Nancy is committed to providing her clients with personalized, high-quality financial advice.

Firm Information

Nancy Skeans is currently registered with Schneider Downs Wealth Management Advisors, LP. Schneider Downs Wealth Management Advisors, LP is a registered investment adviser headquartered in Pittsburgh, PA. They manage over $2.6 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and pension consulting.
Schneider Downs Wealth Management Advisors, LP

ONE PPG PLACE, SUITE 1700

PITTSBURGH, PA 15222

$2.61B

Assets Under Management

1

Total Clients

21

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Nancy Skeans’s Registration & Firm History

PA

08/29/2019 - Present

Schneider Downs Wealth Management Advisors, LP (PITTSBURGH PA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nancy Lynn Skeans.
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