Nancy L. Meconi is a partner with Plante Moran Financial Advisors specializing in comprehensive wealth planning, including investment consulting, personal financial planning, and estate and income tax planning for high net worth individuals.
She is known for her high level of client service and her ability to coach clients through the uncertain economic environment to allow them to reach their personal financial objectives. She has more than 29 years of professional experience, including 28 years in the personal wealth management arena.
In the often volatile capital market environment in recent years, Nancy's focus has been on assisting clients in determining their risk tolerance and structuring a portfolio that aligns with this risk level that will allow them to meet their financial goals.
She earned a Bachelor of Science in Accounting from Michigan State University and has earned national recognition as one of Wealth Manager Magazine's "Top 50 Women in Wealth Management" in 2009. She is also a Five Star Wealth Manager award winner.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.