Nancy M. Brogan, CFP®
Senior Client Services Manager
Nancy Brogan is a Senior Client Services Manager at Wasmer Schroeder (WS), and is responsible for providing service to wealth managers and direct individual clients.
Nancy began her career with WS in 2009 in the Accounting department. She was promoted to Financial Administrator in 2011, where she was responsible for fund and corporate accounting. Nancy later transferred to the Research Department, where she performed credit analysis on municipal credits. In 2014, Nancy moved to the Client Services department to become a Portfolio Administrator. In that role, she was involved with portfolio reconciliation and administration, as well as back office operations and portfolio cash management. She transitioned to her current position in 2015.
Prior to working at WS, Nancy was Vice President of Operations for a paper broker located in Naples. Before that, she was an Inventory Controller at Bartash Printing in Philadelphia.
Nancy earned her BS in Accounting from Hodges University and was inducted into the Sigma Beta Delta Honor Society. She is a licensed CERTIFIED FINANCIAL PLANNER™ and works as an adjunct professor for Boston University’s Financial Planning Program. A current member of the Financial Planning Association of Southwest Florida, Nancy serves on the Board of Directors as Secretary.
Born in Philadelphia, Nancy moved to Naples with her husband in 2001, where they raised their two sons. She enjoys spending time with family and friends, doing aerial yoga, and relaxing by the pool.