• 239-260-9386
  • Mon - Fri: 8am - 5pm

Team Member

Nancy Zehr | CTFA, Registered Representative

Sr. Registered Client Service Associate
  • 772-888-3757
  • nancyzehr@pricewm.com

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.

 Check the background of this Investment Professional on FINRA’s Broker Check.

Services Offered

Insurance

  • Medicare Supps
  • Life Insurance
  • Disability
  • Long Term Care

Investing

  • Brokerage and Trading
  • Managed Accounts

Retirement

  • Roth IRA
  • Traditional IRA
  • Rollover IRA

College Planning

  • College Planning 529
  • College Savings Plan
  • Educational Savings Account

Small Business

  • 401(K)
  • Sep IRA
  • Simple IRA
  • Defined Benefit Plan
  • Business Investor Account
  • Buy/Sell Agreements

Annuities

  • Private Placement Variable
  • Fixed Index
  • Single Premium
  • Deferred Income
  • Fixed Deferred

Stocks

  • ETFs
  • Options
  • Mutual funds
  • Bonds, CDs & Fixed Income
  • International Stocks
  • Annuities
  • Insurance
  • Money Market Funds
  • Margin Loans
  • Cash Solutions

Trust and Estate

  • Trust Account
  • Estate Account