Nancy Ambrose
Senior Registered Client Associate
Vice President
Focus
Nancy helps ensure that clients' administrative needs are handled accurately and quickly. She delivers a high level of personal service to clients, specializing in administrative support, managing account cash requirements, retirement plan distributions, account inquiries, online access support, money disbursement requests and document processing.
Background and experience
While at Arizona State University, Nancy earned a Bachelor of Arts in Business Administration. She began her career as a client associate in 2006. In 2019 Nancy was nominated and won the Golden Spoke Award with Wells Fargo Advisors. The Golden Spoke award is given to team members for their service and commitment to the vision, values, and goals of the Firm. She holds the Series 7 and 66 securities registrations along with insurance licenses in several states.
Away from the office
Nancy resides in Crystal Lake. She is a believer in the restorative ability of the outdoors and enjoys spending time in nature, especially with her family's dogs. She also enjoys spending her free time traveling to visit with friends and family. She is also a big Chicago sports fan and enjoys watching and going to sporting events.
California Insurance License Number 0M15020. Resident state: IL.
Nancy helps ensure that clients' administrative needs are handled accurately and quickly. She delivers a high level of personal service to clients, specializing in administrative support, managing account cash requirements, retirement plan distributions, account inquiries, online access support, money disbursement requests and document processing.
Background and experience
While at Arizona State University, Nancy earned a Bachelor of Arts in Business Administration. She began her career as a client associate in 2006. In 2019 Nancy was nominated and won the Golden Spoke Award with Wells Fargo Advisors. The Golden Spoke award is given to team members for their service and commitment to the vision, values, and goals of the Firm. She holds the Series 7 and 66 securities registrations along with insurance licenses in several states.
Away from the office
Nancy resides in Crystal Lake. She is a believer in the restorative ability of the outdoors and enjoys spending time in nature, especially with her family's dogs. She also enjoys spending her free time traveling to visit with friends and family. She is also a big Chicago sports fan and enjoys watching and going to sporting events.
California Insurance License Number 0M15020. Resident state: IL.