Nancy has over 30 years of wealth management industry knowledge and experience and has been with Equitable since 2019. She provides enthusiastic tailored service to Matt Waterhouse’s clients to ensure their day-to-day client service and operations needs are met in an efficient way.
Nancy holds a BA from Colby College and an MBA in Finance and Marketing from Babson Graduate School of Management. Nancy lives in Holliston, MA with her husband Peter and has 2 adult children who live in Greater Boston. She enjoys traveling with family and friends, being active and cheering on her Boston sports teams.