Commonwealth Financial Network
Nancy began her Commonwealth career in 1999 in the Transfer of Assets department, left for a few years to work for Charles Schwab in California, and then returned to Commonwealth in 2002. As senior vice president, she oversees the bicoastal Transition and Field Development Operations teams responsible for the entire advisor onboarding experience and ensures that advisors and prospective advisors alike receive the highest level of service and support. During her tenure here, Nancy also worked in the Service Center and Field Development and Transition, where she acquired a wealth of knowledge about Commonwealth’s internal operations. With this knowledge, she partners with colleagues on a variety of firm-wide projects to streamline processes and gain efficiencies. Nancy graduated from Southern New Hampshire University with a BS in business administration and holds FINRA Series 7, 24, and 63 securities registrations.
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Commonwealth Financial Network
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Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides financial advisors with holistic, integrated solutions that support business evolution, growth acceleration, and operational efficiency. J.D. Power ranks Commonwealth Financial Network “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, Nine Times in a Row.” Privately held since 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California. Learn more about how Commonwealth partners with more than 2,000 independent financial advisors overseeing more than $272.9 billion* in assets nationwide by visiting www.commonwealth.com. Commonwealth received the highest score among independent advisors in the J.D. Power 2010, 2012, 2013, 2014, and 2018‒2022 U.S. Financial Advisor Satisfaction Studies. Presented on July 6, 2022, for January to May 2022, it is based on responses from 3,039 advisors employed by or affiliated with the firms included in the study. Not indicative of the firm’s future performance. Your experience may vary. Use of study results in promotional materials is subject to a license fee. Visit jdpower.com/awards for more details. *As of 12/31/2021