Nancy Foster Email & Phone Number

Midlothian, Virginia, United States

I love being a trust advisor and working with high net worth clients and closely held businesses – from networking to learn about their goals to developing and implementing customized portfolios to meet growth objectives. I consistently host events, contribute to local professional groups, and engage with my community to expand my network. My role is to attract new clientele, craft holistic and long-term financial plans, evaluate financial data to explain portfolio performance, and identify areas for improvement. By gauging each client's tolerance for risk and current financial situation, I am able to pinpoint the products and services that will optimize their portfolios.

Richmond, Virginia, United States

Starting my book of business from scratch, I developed my book of business to more than 600 clients as I launched a district agency. I grew my team to 8 agents and coached each member to perform at their peak by building trust and rapport with a diverse client base, including high net worth individuals. I am proud to have earned recognition, awards, and accolades such as "Chairman’s Council Agent" for being in the top 2% of agents nationwide and other top production awards as I climbed the ranks to #28 out of more than 11,500 agents in the United States.

Richmond, Virginia, United States

I taught groups of Kindergarten students the reading and writing skills they needed to build a solid educational foundation. My lessons were fun – with an emphasis on creativity – while also teaching vital concepts. By communicating with parents regularly, I was successful in identifying each student's strengths and weaknesses to tailor lesson plans to meet their needs.