Photo of Nancy Meconi

I’m always trying to play matchmaker. My husband and I were introduced by mutual friends — and I’m grateful for that. I've only introduced one couple that ended up marrying, but I’m always on the lookout!
Nancy Meconi
Partner, CPA, CFP®

Experience

I’m committed to serving my high-net-worth clients and helping them achieve their financial goals. From investment consulting and income and estate tax planning, to education and retirement planning, our holistic approach looks at all aspects of their multifaceted and personalized wealth management plan.

As a planner by nature — with a long-time interest in personal finance — this career is the perfect way for me to positively impact others. Colleagues and clients know me for my specialization in qualified plan distributions as well as my ability to develop strong relationships.

In the nearly 30 years I’ve been with the firm, I’m proud that many clients now have a better financial picture because I was involved and helped them achieve their goals.

I was previously named one of Wealth Magazine's “Top 50 Women in Wealth Management,” and I’ve been recognized as a Five Star Wealth Manager several times. I received a B.A. in accounting from Michigan State University. I belong to the AICPA, the MICPA, and the finance council of Holy Name Parish in Birmingham.