Nancy Manzo, Cepa® Email & Phone Number

Your financial future deserves skillful advice and real world experience that your Merrill team brings. As a former business owner, I know what it's like to sell a business that was built from the ground up and come into new-found wealth. My team works with those who are newly wealthy as a result of inheritance or selling a business. We work with business owners, corporate executives, and retirees who appreciate our focus on planning for your cash flow needs in your next chapter or future retirement. We have purposefully built a multi-generational team to align with the multi-generational families we are so fortunate to serve. Everyone on the team brings a passion for the markets and investing, we care deeply about our clients, and enjoy helping you pursue your goals and navigate dynamic markets.

Listed skills include Strategy, Crm, Business Development, Consulting, and 23 others.