Nancy W. Mulvey
CFP®
Director of Financial Planning
Nancy specializes in creating and analyzing financial plans, including retirement cash flow projections, Social Security maximization, tax efficiency, risk management, asset titling, beneficiary designation review and investment asset allocation.
Passionate About Excellence
Nancy specializes in creating and analyzing financial plans, including retirement cash flow projections, Social Security maximization, tax efficiency, risk management, asset titling, beneficiary designation review and investment asset allocation. She also helps ensure client understanding of our analysis and client access of our wealth management website.
Nancy is a CERTIFIED FINANCIAL PLANNER™ professional. She holds a BA in Economics from the College of William and Mary in Virginia and a Certificate of Completion in Financial Planning from Fairleigh Dickinson University, Petrocelli College of Continuing Studies.
Nancy's earlier career experience includes working for EF Hutton and Merrill Lynch in fixed income research, specializing primarily in convertible securities analysis. This Wall Street experience provides her with deep analytical skills that she now applies to comprehensive financial planning for Heritage clients.
Areas of Expertise
Specialized knowledge and services tailored to help clients navigate their unique financial challenges and opportunities.
Financial Plan Analysis
- Retirement cash flow projections
- Social Security maximization strategies
- Tax efficiency planning
- Investment asset allocation analysis
Risk Management & Planning
- Comprehensive risk assessment
- Asset titling optimization
- Beneficiary designation review
- Client education and communication
Education & Professional Journey
Nancy holds a BA in Economics from the College of William and Mary in Virginia, providing her with a strong foundation in economic theory and analysis. She further enhanced her financial planning expertise by earning a Certificate of Completion in Financial Planning from Fairleigh Dickinson University, Petrocelli College of Continuing Studies.
Her earlier career experience includes working for EF Hutton and Merrill Lynch in fixed income research, specializing primarily in convertible securities analysis. This Wall Street background gives her unique analytical skills and market insights that enhance her comprehensive financial planning approach at Heritage.
Beyond the Office
Active in her extended community, Nancy has served on the Miss Porter's School Board of Trustees in Farmington, CT. She is also a past President of the Alumnae Association of Miss Porter's School. Closer to home, she serves on the finance committee at First United Methodist Church in Westfield, NJ, and volunteers as a member of the Westfield Service League. Nancy resides in Westfield, NJ, and enjoys spending time with her husband and three grown children.
Licenses & Designations
CERTIFIED FINANCIAL PLANNER™
CFP® Professional
Comprehensive financial planning expertise and analysis
FINRA Series 7
General Securities Representative
Licensed securities representative examination
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