Nancy is a CERTIFIED FINANCIAL PLANNER™ professional with over 30 years of business and financial planning experience. She graduated from Florida State University and then went on to receive a Master’s in Business Administration (MBA) with an emphasis in finance and accounting from the University of North Carolina at Chapel Hill. Nancy joined ProVise in March 2000 and brings strong financial management and accounting skills to our team of professionals. She provides her clients with a “hands on” personal financial planning experience. Prior to her career at ProVise, she was a shareholder and Controller for a privately held company in Northern California responsible for accounting, claims