Nancy Brewer

Client Services Associate

Relivent experience:

As a Client Services Associate in the financial services industry, Nancy has been responsible for building and maintaining strong relationships with clients, managing their accounts, and providing exceptional customer service. She plays a critical role in managing and driving the client experience at Investment Planning Group.

Dedicated to:

  • Serve as the primary point of contact for client inquiries and provide prompt and effective solutions.
  • Establish and maintain positive relationships with clients.
  • Provide exceptional service and support to clients, ensuring their satisfaction with our client services model.
Phone 772.233.4315
Fax 772.233.4316