Nancy Zehr is a Senior Client Relationship Specialist in Mesirow Wealth Management. She is responsible for day-to-day client service and communications, including client portfolio analysis, trade requests, account processing and documentation. Nancy’s ability to communicate with clients in a clear and thoughtful manner has created strong trusted client relationships.
Nancy has more than 30 years of experience in the financial services industry. Prior to joining Mesirow in 2024, she served as Senior Registered Client Service Associate at Price Wealth Management, a firm practicing Florida financial planning and investment management. Prior to that, she has broad experience with banking, broker-dealer and wealth management firms in a variety of roles, providing a depth of industry knowledge.
She has been active with various community organizations including Impact 100-Martin, Martin County Supervisor of Elections, FIRST/S.P.A.M. Robotics Inc., the Boy Scouts of America Troop 888, and the United Way of Martin County.
Nancy earned her Bachelor of Science in Speech Communication/Public Relations and a minor in Journalism from Southern Illinois University. She holds the Certified Trust and Fiduciary Advisor (CTFA) certification. Nancy also holds FINRA registrations Series 7, 24, and 63 as well as SEC registration Series 65.