Nancy Hughes Email & Phone Number

Senior Wealth Advisor and Shareholder @ Mercer Advisors

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Nancy Hughes Location

Minneapolis, MN, US

Nancy Hughes Work

2024 - now Senior Wealth Advisor and Shareholder @ Mercer Advisors
2023 - 2024 Chief Operating Officer and Managing Partner @ Waypoint Capital Advisors, LLC
2021 - 2023 Principal and Managing Director @ Waypoint Capital Advisors, LLC

2017 - 2021 Founder and Wealth Advisor @ Be Financial Wealth Management, LLC
2008 - 2016 Client Advisor @ Meristem l Cresset
2004 - 2008 Portfolio Manager @ Windsor Financial Group
2003 - 2004 Investment Trainer @ TCF Bank
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1998 - 2003 Client Advisor @ Charles Schwab
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1995 - 1998 Financial Advisor @ Morgan Stanley
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1994 - 1995 International Equity Research Associate @ Wellington Management
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Nancy Hughes Education

University of Wisconsin-Madison
Bachelor of Arts (B.A.) (International Relations and Affairs)

Nancy Hughes Skills

Wealth Management
Strategic Financial Planning
Family Office

Asset Allocation
Multi-generational wealth transfer
Multi-generational Planning
Estate Planning
Risk Management
Alternative Investments
Charitable Gift Planning

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Nancy Hughes Summary

Nancy Hughes, based in Minneapolis, MN, US, is currently a Senior Wealth Advisor and Shareholder at Mercer Advisors. Nancy Hughes brings experience from previous roles at Waypoint Capital Advisors, LLC, Be Financial Wealth Management, LLC and Meristem, a Multifamily Office. Nancy Hughes holds a Bachelor of Arts (B.A.) in International Relations and Affairs @ University of Wisconsin-Madison. With a robust skill set that includes Wealth Management, Strategic Financial Planning, Family Office, Asset Allocation, Multi-generational wealth transfer and more. Nancy Hughes has 3 emails on RocketReach.

Nancy Hughes Emails

Found 3 emails

Nancy Hughes Phone Numbers

Found 1 phone numbers

+1 612-217-XXXX

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