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
- Senior Wealth Advisor and Shareholder @ (November 2024 - Present)
- Chief Operating Officer and Managing Partner @ (April 2023 - October 2024)
- Principal and Managing Director @ (January 2021 - April 2023)
- Founder and Wealth Advisor @ (January 2017 - January 2021)
- Client Advisor @ (January 2008 - December 2016)
- Portfolio Manager @ Windsor Financial Group (December 2004 - January 2008)
- Investment Trainer @ (November 2003 - December 2004)
- Client Advisor @ (September 1998 - November 2003)
- Financial Advisor @ (December 1995 - September 1998)
- International Equity Research Associate @ (May 1994 - August 1995)
- Corporate Finance Associate @ Craig-Hallum (November 1991 - March 1994)
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
- Facilitate Tax Planning
- Registered Investment Advisor
- Private Wealth
- Property & Casualty Insurance
- Life Insurance
- Retirement Planning
- Certified Financial Planner
- Cash Flow Forecasting
- Family Communications
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 2 emails on RocketReach.
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