nancy-scott
 

 

Nancy Scott, RICP®, AIF®
Vice President, Private Wealth Management
Wealth Advisor
[email protected]


Nancy joined Bartholomew & Company in 2006. She started out as a registered assistant to Bob Harris, where she learned the business firsthand by assisting Bob’s clients, analyzing portfolios, creating reports, and attending his client meetings. Over the years, Nancy’s role has expanded to include advising her own clients, while continuing to assist and work closely with Bob and his clients.

Today, as vice president of private wealth management, Nancy works directly with clients to develop holistic financial plans that help them reach their goals. She creates individual proposals for prospects and clients that meet their investment strategy and specific situations. Nancy’s background in education is apparent in her desire to fully educate her clients throughout the planning process.

As a Retirement Income Certified Professional® designee, Nancy also assists clients in creating effective retirement income plans by determining savings requirements and calculating retirement projections to meet future needs. Using various scenarios, she helps clients plan for unforeseen circumstances, minimize tax consequences, and consider social security claiming effects when creating their retirement income strategy. Nancy also is a licensed life, health, and variable insurance agent. 

Nancy holds the FINRA Series 7 and 66 securities registrations as a Registered Representative and an Investment Adviser Representative of Commonwealth Financial Network®. She earned the RICP® designation from the American College of Financial Services and the Accredited Investment Fiduciary® professional designation from Fi360, and she has received formal training in investment fiduciary responsibility. Nancy earned her BS in education from the University of Georgia.

Nancy resides in Chatham, Massachusetts, with her husband and two children. She enjoys photography, baking, and spending time with her family (usually in their camper) and is a member of her local regional school committee. 

 

Location: Chatham Office