Nancy W. Mulvey, CFP®
Director of Financial Planning
Nancy specializes in creating and analyzing financial plans, including retirement cash flow projections, Social Security maximization, tax efficiency, risk management, asset titling, beneficiary designation review and investment asset allocation. She also helps ensure client understanding of our analysis and client access of our wealth management website.
Nancy is a CERTIFIED FINANCIAL PLANNER™ professional. She holds a BA in Economics from the College of William and Mary in Virginia and a Certificate of Completion in Financial Planning from Fairleigh Dickinson University, Petrocelli College of Continuing Studies. Nancy’s earlier career experience includes working for EF Hutton and Merrill Lynch in fixed income research, specializing primarily in convertible securities analysis.
Active in her extended community, Nancy has served on the Miss Porter’s School Board of Trustees in Farmington, CT. She is also a past President of the Alumnae Association of Miss Porter’s School. Closer to home, she serves on the finance committee at First United Methodist Church in Westfield, NJ, and volunteers as a member of the Westfield Service League.
Nancy resides in Westfield, NJ, and enjoys spending time with her husband and three grown children.
Licenses and Designations
- CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
- FINRA Series 7 (General Securities Representative Examination)