Nancy S. Harvey

Nancy S. HarveyClient Services Specialist

Background

Nancy S. Harvey has a varied background including ten years as 911 Emergency Dispatcher. She is perfectly suited to her role at Chesney & company by virtue of her tenure in construction operations with Del Webb Corporation, residential real estate sales with Hometown Realty and Client Services with Brays Island Plantation.

Education and Credentials

Nancy holds a Registered Paraplanner® designation.

Role and Responsibility

Nancy is Chesney & Company’s logistical support. In this role, she coordinates Chesney & Company’s wealth management process with our client and keeps everything moving forward. Nancy is responsible for the initial engagement of the client and the gathering of information and financial data. On an ongoing basis Nancy ensures that the client’s plan is updated and that the pillars of the wealth management framework are being reviewed and communicated. Nancy is the coordinator of the annual compliance review process.

Passions

Nancy enjoys the outdoor life in the Lowcountry of South Carolina with her Westie (Frank) and is a passionate yoga practitioner. She stays active with various local charities such as Citizens Opposed to Domestic Abuse as well as Walk for Life supporting Children’s Hospitals and Cancer Centers.