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Nancy M. Brogan, CFP®

Nancy Brogan began working in the financial service industry in 2009 where she initially started in her firm’s accounting department. As the firm’s Financial Administrator, she was responsible for corporate and fund accounting. She then moved to the Research Department where she was responsible for performing credit analyses on municipal credits, and then ultimately transitioned to the Client Services Department where she holds the position of Sr. Client Service Manager and is responsible for Client Services of Wealth Managers and Direct Individuals.

Ms. Brogan earned a Bachelor of Science degree in Accounting from Hodges University and was inducted into the Sigma Beta Delta Honor Society. She is a member of the Southwest Florida Financial Planning Association and was the first recipient to receive the Financial Planning CFP® Exam Scholarship Program.