Nancy Dowling
Registered Wealth Management Client Associate
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About
Provide client service support to multiple Financial Advisors.
Experience
Registered Wealth Management Client Associate - Merrill Lynch
(2025-04)
Provide client service support to multiple Financial Advisors.
Match Support Specialist - Big Brothers Big Sisters of Atlantic and Cape May Counties
(2024-05 - 2025-01)
In the role of match support specialist, I was responsible for facilitating healthy mentor relationships between at-risk youth and volunteer adult mentors.
Registered Wealth Management Client Associate - Merrill Lynch
(2023-09 - 2024-05)
Provided client service support to multiple Financial Advisors.
Branch Manager - PNC Bank
(2023-04 - 2023-08)
Responsible for achieving all sales and service goals assigned to branch location.
Financial Advisor - Wells Fargo Advisors
(2022-06 - 2023-04)
Responsible for identifying client needs, communicating an investment plan, and periodically reviewing goals with clients. Current registrations include SIE, Series 7, Series 66, Life and Health Insurance.
Lightkeeper Liaison - Shore Medical Center Foundation
(2013-01)
Responsible for communicating and coordinating between financial donors and medical center staff during emergency department visits.
Vice President, Store Manager III - TD Bank
(2016-04 - 2022-05)
Responsible for achieving all sales and service goals assigned to the store location.
Education
B.A. - Business Studies - Richard Stockton College of New Jersey
