Nancy Jacobs

Senior Client Services Associate and Registered Representative
Nancy traveled extensively throughout Asia in her younger years. From this experience, she developed a passion for interacting with people and helping others. Nancy is looking forward to assisting shareholders with information so that they can make sound decisions about their mutual fund investments. Aside from work, Nancy loves the great outdoors (hiking, biking, gardening, etc.) and spending time with her family doing anything and everything. She has FINRA securities licenses Series 6 (Investment Company and Variable Contracts Products Representative Exam), Series 63 (Uniform Securities Agent State Law Exam) and Series 99 (Operations Professional Exam).

She received her BS in business administration from Frostburg State University.