Nancy is a licensed representative assistant and has worked with Bruce since 1987. She enjoys working with his clients in areas of account service and trouble-shooting the occasional problem. Her extensive experience in account administration and service is an invaluable asset.
Nancy has two children and two grandchildren.
Investment Planning associates 1997-2001
Licenses & Certifications*
*To become registered and licensed to offer securities, state and federal law requires Maplewood financial professionals to pass qualifying exams administered by FINRA to demonstrate their competencies for the securities activities they perform.