ADVISOR BIO

Nancy Perez is a registered investment advisor representative with SVB Wealth. Nancy is also a Chartered Financial Analyst. She provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. Nancy is registered with the states of Arizona, California, Colorado, Delaware, District of Columbia, Florida, Maryland, Massachusetts, Texas, Virginia, and Washington.

SPECIALIZATIONS

ADVISOR BIO

Nancy Gerard Moon is a financial advisor with over 25 years of experience in the industry. She has a wide range of experience with firms like UBS Financial Services Inc., Credit Suisse Securities (USA) LLC, and Dean Witter Reynolds Inc. Nancy is currently registered with UBS Financial Services Inc. and is also a registered Investment Advisor. Nancy specializes in working with high-net-worth individuals, corporations, and charitable organizations. She offers a variety of financial services, including financial planning, portfolio management, and investment advice.

SPECIALIZATIONS

ADVISOR BIO

Nancy Wilkins is a financial professional with over 20 years of experience in the industry. Nancy has a strong track record of success in providing financial advice to individuals, families, and businesses. She is currently registered with GWN Securities Inc. and has previously been registered with Royal Alliance Associates, Inc., GWN Securities Inc., and Horace Mann Investors, Inc. Nancy is a highly qualified professional with the Series 6, 63, and 65 licenses, as well as the SIE exam. She is also a member of the Kiwanis Club of South Lake and the Women's Giving Alliance. Nancy is committed to providing her clients with personalized financial advice that meets their unique needs and goals.

SPECIALIZATIONS

ADVISOR BIO

Nannette Lewis is a financial advisor with UBS Financial Services Inc. with over 25 years of experience in the financial services industry. Nannette is registered with the Securities and Exchange Commission (SEC) and is a registered investment advisor (IA) in Florida and Texas. Nannette has held previous positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Invest Financial Corporation, Mutual Service Corporation, J. Byrne & Co., Inc., Smith Barney Inc., and Management Securities, Inc. Nannette holds the Series 7, Series 24, Series 55, and Series 66 licenses, as well as the SIE exam.

SPECIALIZATIONS

ADVISOR BIO

Nathan Krueger is a financial advisor in Palm Beach Gardens, FL, who has been in the industry since April 23, 2000. Nathan is registered with and employed by J.P. Morgan Securities LLC. Nathan has a Series 66, Series 7, Series 10, Series 31 and SIE license. Previously, Nathan was registered with UBS Financial Services Inc. in West Palm Beach, FL, Wachovia Securities, LLC in Palm Beach, FL, and First Union Brokerage Services, Inc. in Charlotte, NC. Nathan is also a Certified Financial Planner. Nathan Krueger offers advisory services such as financial planning, portfolio management for individuals and businesses, and selection of other advisers.

SPECIALIZATIONS

ADVISOR BIO

Neil Koricanac is an investment advisor representative with J.P. Morgan Securities LLC and J.P. Morgan Private Wealth Advisors LLC. Neil has been in the industry since August 2, 2013. Neil has a Series 66 license and also holds Series 7 and SIE licenses. Neil is registered to provide advisory services in 53 states and territories, including Florida, Illinois and Texas.

SPECIALIZATIONS

ADVISOR BIO

Nicholas Wyzkiewicz is an investment advisor representative with GWN Securities Inc. Nicholas is based in PALM BEACH GARDENS, FL and has been in the industry since July 2018. Nicholas holds Series 6, Series 63, Series 65, and SIE licenses. Nicholas offers financial planning, portfolio management for individuals and market timing services. Nicholas is also a licensed insurance agent selling Accident and Health, Life and Fixed Annuities, and Variable Life/Variable Annuity products.

SPECIALIZATIONS

ADVISOR BIO

Nicholas McIntee is a registered representative of GWN Securities Inc. with over 10 years of experience in the financial services industry. Nicholas holds Series 6, 63, and 65 licenses and is registered in multiple states, including Florida, Indiana, New York, and South Carolina. Nicholas also holds the SIE license. Nicholas specializes in providing financial planning, market timing services, and portfolio management services for both businesses and individuals. Nicholas is also an independent insurance agent with a National Insurance Brokerage selling disability, fixed annuities, life/accident/health, and LTC.

SPECIALIZATIONS

ADVISOR BIO

Nicholas Avsec is a registered investment advisor representative with Lincoln Investment. Nicholas has been in the industry since 2016, working previously with Legend Equities Corporation. Nicholas holds the Series 7 and Series 66 licenses and the Securities Industry Essentials Examination. Nicholas specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors.

SPECIALIZATIONS

ADVISOR BIO

Nicholas Paul Perez is a registered representative and investment advisor representative. Nicholas Paul Perez is associated with J.P. Morgan Securities LLC. Nicholas Paul Perez has been in the securities industry for over one year. Nicholas Paul Perez is registered in 53 states and the District of Columbia. Nicholas Paul Perez's specialties include retirement planning, mutual funds, variable annuities, and life insurance.

SPECIALIZATIONS