Nancy Zehr | CTFA, Registered Representative
Sr. Registered Client Service Associate
Price Wealth Management welcomed Nancy in May 2018. With more than 25 years’ experience in the financial services profession, Nancy was an ideal addition to the team. While the industry has experienced significant changes over the years, Nancy’s ability to communicate with clients in a clear and intelligent manner has created a career of stability and trust.
Nancy began her career as an assistant for an independent financial advisor when he started a firm in Stuart, FL in 1992. She credits learning the ropes of the industry by reading the Wall Street Journal daily and surfing a new revolution that was starting to take hold–the World Wide Web!
Nancy’s next challenge was helping the firm transition within the banking and wealth management channels. Many long-term residents of Martin County will remember the change from First National Bank & Trust of the Treasure Coast to Seacoast National Bank. Nancy was part of that evolution, providing a seamless transition for clients while continuing to serve their daily needs. Her roles changed through the years (as did her titles). She saw professional growth along with the bank. She moved through the ranks as Sales Assistant, Registered Sales Assistant, Assistant Vice President, Vice President, and Senior Vice President, Sales Support and Operations.
Nancy earned her FINRA Series 7, 63 and 24 registrations as well as her Florida Life, Health and Variable Annuity insurance licenses. She also attained the professional designation, CTFA, Certified Trust and Financial Advisor.
Nancy’s career changed course in 2014 when she joined Raymond James & Associates and worked with a financial advisor to grow a financial services practice in Fort Pierce. Wherever Nancy has been, clients have attested to her intelligence, care, and ability to get the job done.
In 2018, Nancy came “home” to Stuart to join the team at Price Wealth Management. She appreciates the team approach that Craig Price has created at his firm as well as the holistic, comprehensive approach he takes with his clients.
A native of Illinois, Nancy graduated with Honors from Southern Illinois University where she earned a Bachelor of Science degree in Speech Communication/Public Relations and a minor in Journalism. She is the proud mother of two grown sons and a beautiful daughter-in-law and has been active with various community organizations including the Boy Scouts of America Troop 888, S.P.A.M. Robotics of the Martin County School District, and the United Way of Martin County.
Long Term Care
Brokerage and Trading
College Planning 529
College Savings Plan
Educational Savings Account
Defined Benefit Plan
Business Investor Account
Trust and Estate
Asset to Mortgages