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Nancy Fantozzi

Senior Investment Accounts Administrator/Executive Asst.

Jaras Financial Services Inc

United States, Ohio, Macedonia

About Me

Nancy M. Fantozzi has been with Jaras Financial since 1996. Nancy is the office manager and in charge of investor relations. She works closely with Ameritrade and Schwab setting up and maintaining client accounts and also assists with retirement plan administration. Nancy lives in Macedonia, Ohio with her husband Ray. Nancy and Ray are both big baseball fans and make an annual trip to Cooperstown where Ray pitches his team to victory. 

Profile Information

Senior Investment Accounts Administrator/Executive Asst.

Jaras Financial Services Inc

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Macedonia

Ohio

United States

Jul 3, 2025

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