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Our financial advice team


Nancy Guhit, Private Wealth Advisor serving the San Antonio, TX area - Ameriprise Advisors

Nancy Guhit

MBA, CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Mesquite Wealth Management Group

An Ameriprise Private Wealth Advisor

31
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

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • MBA, University of Hawaii at Manoa, Honolulu, Hawaii
  • BA in Economics, Wilkes University, Wilkes-Barre, PA

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Mesquite Wealth Management Group - Community participation photo

Impact San Antonio - Member

San Antonio Food Bank Volunteer

Interests

I enjoy spending time with my family and gourmet dining. Leisure travel is on my "to do" list.