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Nancy Findlay, Private Wealth Advisor serving the Marlton, NJ area - Ameriprise Advisors

Nancy Findlay

CFP®

Private Wealth Advisor

Laurel Oak Wealth Management Group
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Social Security Retirement Benefits
  • Small Business
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Awards & recognition

  • Five Star Wealth Manager, 2013-2023

Community participation

I volunteer with my clients and colleagues at the Food Bank of South Jersey sorting food to help families in our community.

I also serve in a volunteer capacity on the National Professional Advisor Network for the American Cancer Society.

  • The Food Bank of South Jersey
  • American Cancer Society

Interests

  • Gardening
  • Spending time with my family and friends
  • Sports and outdoor activities
  • Traveling