Get to Know Nancy:
What is the best book you’ve ever read?
The General’s Daughter by Nelson DeMille. I love suspense and mysteries and this book didn’t disappoint.
What do you love most about being part of Personal Wealth Strategies?
I most value the relationships I’ve developed over the years. I started with Personal Wealth Strategies in 1996 when the company was founded and since that time I have developed so many meaningful relationships with our clients. I strive each and every day to not only meet, but exceed their expectations. I especially enjoy hearing about their life outside of the business of Personal Wealth Strategies. I love meeting their families and learning about all that is important to them.
Who had the greatest influence in your life, and why?
The values I hold, which have guided me thru both my personal and professional life have come in large part from my parents. They have been a tremendous influence in my life. My mother taught me to think of others and put their needs before mine. She taught me to always look for the good in people. My father taught me the value of hard work and to never feel a sense of entitlement. He taught me to always go above and beyond and to strive to exceed expectations. Service to others was a cornerstone of my upbringing.
What do you feel most grateful for in your life?
I have many blessings in my life. I am especially blessed to have a wonderful son, Arthur. Conventional wisdom suggests a parent imparts their values on their children, and they do, but I can honestly say I have learned so many virtues from Arthur. I am very grateful to have him in my life.
Professional Biography:
Nancy has worked for Personal Wealth Strategies since its founding in 1996. Since then Nancy has worked in both an administrative as well as marketing positions. She currently holds the title of Client Relations Manager. Prior to working with PWS, Nancy held various positions that have shaped who she is and the values she holds. Nancy worked as Director of Admissions at a private school in Princeton, New Jersey serving children from the age of Preschool thru Grade 5. During the early part of Nancy’s career she worked as an Insurance Underwriter for The Prudential Insurance Company. She was then promoted to a management position in a Prudential field office. Prior to starting her family, Nancy held the position of Account Executive for Chanel in NYC. Nancy attended Monmouth College.