Nancy Williams, RP®

Sr. Registered Associate


Nancy is a senior registered associate and part of the leadership group within Carver Financial Services. She helps coordinate a client’s overall experience with our team by working closely with Mark, Kale and Greg. She holds a Registered ParaplannerSM designation, which she uses to assist the advisors when addressing a client’s overall financial goals. In addition, she is actively building her knowledge base by pursuing the CERTIFIED FINANCIAL PLANNER™ certification. Nancy joined the team in 1997, after working at the Federal Reserve Bank and Huntington National Bank. She has a bachelor’s degree from Miami University in finance. Nancy maintains a Series 7 license, as well as a life, health and annuity license. She enjoys attending her kids’ sporting events and relaxing at the beach with her husband, Steve, her kids, Jake and Sam, and their three dogs.