Nancy Skonberg , CFP®
Wealth Planning Manager
As a Wealth Planning Manager, Nancy strives to provide the very best care to our clients and create a smooth and productive investing experience. She helps financial advisors provide comprehensive and creative solutions for their clients wishing to benefit from goal-oriented investment planning.
Nancy is committed to helping clients reach their financial goals over the long term. With over a decade of experience in the wealth management industry, Nancy worked as an Associate at Merrill Lynch and Wells Fargo Advisors Financial Network before joining the Seventy2 Capital team. In addition to being a CERTIFIED FINANCIAL PLANNING® professional, she holds FINRA Series 7 and Series 66 registrations.
Nancy has a Bachelor of Arts degree in Political Science from Georgetown University. Prior to joining the wealth management industry, she taught students with learning differences. A native Washingtonian, she enjoys discovering new things to see and do in DC, traveling, reading, and spending time with her family and friends.