ADVISOR BIO

Nancy Noyes Coumou is an investment advisor representative with Mercer Global Advisors Inc. Nancy has been in the industry since September 2013 and is registered with the states of California and Texas. Nancy is also a Certified Financial Planner.

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ADVISOR BIO

Nancy Wright Cooper is an investment advisor representative with Topel & Distasi Wealth Management, LLC. She is registered with the state of California. Nancy has over 20 years of experience in the financial services industry. Previously, Nancy was an advisor with LPL Financial LLC, Thornburg Securities Corporation, and North Point Advisors, LLC. Nancy's specializations include financial planning, portfolio management for individuals and businesses, and pension consulting. She also holds licenses in both securities and investment advising. Nancy's experience and expertise allow her to provide comprehensive financial guidance to clients.

SPECIALIZATIONS

ADVISOR BIO

Nancy Enriquez is a financial advisor with J.P. Morgan Securities LLC. Nancy has been in the industry since 2020. She is registered with the state of California and holds the Series 63, Series 6TO and SIE licenses. Nancy specializes in providing financial advice to individuals, high-net-worth individuals, corporations and other businesses, charitable organizations, labor unions, pension and profit-sharing plans, and insurance companies.

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ADVISOR BIO

Nancy Parrett is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc., providing investment advisory services since February 2008. Nancy is licensed to provide investment advice in Arizona, California, Florida, Georgia, Illinois, Massachusetts, Minnesota, Nevada, North Carolina, Ohio, Tennessee, Texas, Virginia, and Washington. In addition to working as a financial advisor, Nancy is a Managing Member/Owner of Willowwood, LLC.

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ADVISOR BIO

Nancy Barrett is a financial advisor with UBS Financial Services Inc. working in the San Francisco area. Nancy has been in the financial services industry since December 20, 2005. Nancy has a strong background in investments, with experience at firms such as Merrill Lynch, Pierce, Fenner & Smith Incorporated and Sanford C. Bernstein & Co., LLC. Nancy has a variety of licenses and certifications, including Series 6, 7, 31 and 66. Nancy is registered in multiple states, including California, Texas, Arizona, Florida and Oregon.

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ADVISOR BIO

Nancy Samaan is an investment advisor representative associated with Osaic Wealth, Inc. in the Palm Desert, California location. Nancy has been a registered representative since July 18, 2010. Nancy has held Series 7 and SIE licenses.

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ADVISOR BIO

Nancy Tantra is a financial advisor with J.P. Morgan Securities LLC. Nancy has been in the financial services industry since 2009. She is a Series 6 and Series 63 licensed professional. Nancy currently holds a FINRA registration and is licensed in California.

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ADVISOR BIO

Nancy Van Lanen is an investment advisor representative with Integrated Wealth Concepts LLC, a registered investment advisor, in Irvine, California. Nancy has been in the industry since 2006 and has a background in accounting and finance. Nancy provides a range of financial planning and investment advisory services to individuals, families, and businesses. Nancy specializes in helping clients develop and implement customized financial plans that meet their unique needs and goals. Nancy also has a strong focus on helping clients manage their wealth and protect their assets.

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ADVISOR BIO

Nancy Kay Rhew is a financial advisor with Independent Financial Group, LLC. Nancy has been in the financial industry since April 1993. She specializes in working with high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses and individuals other than high-net-worth. Nancy is registered with the state of California and other states including Alabama, Alaska, Arizona, Arkansas, Colorado, Connecticut, Florida, Georgia, Kansas, Missouri, Montana, New Mexico, New York, North Carolina, Oregon, Texas, Utah, Virginia, and Washington. Nancy is a Certified Financial Planner and holds a Series 63, Series 65, Series 7 and SIE licenses.

SPECIALIZATIONS

ADVISOR BIO

Nancy Loskill is an investment advisor representative with Wells Fargo Clearing Services, LLC. Nancy has been in the industry since 2002. Nancy holds a Series 66 and Series 7 licenses, as well as the SIE. Nancy is registered to provide investment advice in 32 states. Prior to joining Wells Fargo Clearing Services, LLC, Nancy was registered with UBS Financial Services Inc. Nancy has experience working with high-net-worth individuals, corporations, and other businesses. Nancy also provides financial planning and investment consulting services to institutional clients.

SPECIALIZATIONS