My goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. I can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.
- Association of Professional Investment Consultants (APIC) - Smith Barney
- American Friends of the Hebrew University
Professional Advisory Committee Member
- Eagle Trace Tennis Club Member
Coral Springs, FL
- Asset Management
- Estate Planning
- Retirement Planning
- Lending Services
- Philanthropic Services
- Trust Services and Accounting
- Private Banking
- Corporate Pension Funds
- Endowments and Foundations
- Alternative Investments
- Corporate 529 Plans
- Financial Planning
- 529 Plans
- Municipal Bonds
- Long Term Care Insurance
- Professional Portfolio Management
- Corporate Retirement Plans
- 401k Rollovers
- Defined Contribution Plans
University of Miami - Bachelor Studies
Coral Gables, FL
- Consulting Group University Graduate
- Financial Planning Specialist Designation
- Series 3 - National Commodity Futures
- Series 4 - Registered Options Principal
- Series 7 - General Securities Representative
- Series 12 - Branch Manager
- Series 63 - Uniform State Exam
- Series 65 - Investment Advisory Agent
- Insurance Licensed
- President's Council - Smith Barney
- Century Council - Smith Barney
- 10 Year Distinguished & Loyal Service Award
- Barron's Winner's Circle
- Present: Morgan Stanley*
First Vice President
Senior Investment Management Consultant/
Financial Planning Specialist
- 1994: Prudential Securities
First Vice President - Wealth Management
Nancy Abrams is licensed in the following state(s):
AZ, CA, CO, CT, DC, DE, FL, GA, KY, MA, MD, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OK, OR, PA, TX, VT
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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