Nancy Osmond Popovich

Nancy Osmond Popovich Email and Phone Number

Managing Director, The Popovich Financial Group @ Baird
Washington, DC, US
Nancy Osmond Popovich's Location
Washington DC-Baltimore Area, United States
Nancy Osmond Popovich's Contact Details

Nancy Osmond Popovich personal email

n/a
About Nancy Osmond Popovich

Nancy is a Managing Director and a Private Wealth Advisor at Baird, a leading international wealth management firm. She has over 25 years of experience as a Wealth Advisor, helping clients achieve their retirement, investment, and philanthropic goals. She has earned multiple national honors and recognitions from Forbes, Barron's, Financial Times, and others for her excellence and expertise.Nancy leads The Popovich Financial Group at Baird in Tysons Corner, where she provides comprehensive financial planning, asset allocation strategies, investment policy, equity and fixed income selection, wealth transfer and charitable giving services. She is passionate about educating and empowering her clients and the broader community, especially women and children, to become better informed and confident investors. She serves on the board of the Virginia Hospital Center Foundation and supports various causes that improve women's health and education. Nancy's interest in financial planning grew out of her own family experience, when she witnessed the tragic consequences of inadequate planning. Since then, she has dedicated herself to making a difference in the lives of her clients and stressing the importance of financial preparedness.

Nancy Osmond Popovich's Current Company Details
Baird

Baird

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Managing Director, The Popovich Financial Group
Washington, DC, US
Nancy Osmond Popovich Work Experience Details
  • Baird
    Managing Director, The Popovich Financial Group
    Baird
    Washington, Dc, Us
  • Baird
    Managing Director, The Popovich Financial Group
    Baird Jul 2007 - Present
    Mclean, Va
  • The Wise Investor Group
    Portfolio Manager And Partner
    The Wise Investor Group May 2004 - Sep 2016
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch Jun 1998 - May 2004

Nancy Osmond Popovich Skills

Investments Asset Allocation Investment Strategies Investment Advisory Financial Planning Finance Financial Advisory Alternative Investments Strategic Financial Planning Portfolio Management Wealth Management Mutual Funds Marketing Strategy Retirement Planning Capital Markets Securities Intergenerational Wealth Transfer Retirement

Nancy Osmond Popovich Education Details

Frequently Asked Questions about Nancy Osmond Popovich

What company does Nancy Osmond Popovich work for?

Nancy Osmond Popovich works for Baird

What is Nancy Osmond Popovich's role at the current company?

Nancy Osmond Popovich's current role is Managing Director, The Popovich Financial Group.

What is Nancy Osmond Popovich's email address?

Nancy Osmond Popovich's email address is mp****@****ird.com

What schools did Nancy Osmond Popovich attend?

Nancy Osmond Popovich attended University Of Maryland, Georgetown University School Of Continuing Studies.

What are some of Nancy Osmond Popovich's interests?

Nancy Osmond Popovich has interest in Children, Education, Health.

What skills is Nancy Osmond Popovich known for?

Nancy Osmond Popovich has skills like Investments, Asset Allocation, Investment Strategies, Investment Advisory, Financial Planning, Finance, Financial Advisory, Alternative Investments, Strategic Financial Planning, Portfolio Management, Wealth Management, Mutual Funds.

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