Nancy Brewer

Client Services Associate

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.

Reach Me Directly

Phone: (772) 233-4315

Fax: (772) 233-4316

Email: [email protected]

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.

Schedule a Consultation

We invite you to schedule a free, no-obligation consultation to discover how we can help you pursue your financial goals.

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740 SE Indian St, Stuart, FL 34997

(772) 233-4315

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CO, CT, FL, IA, IL, MA, MS, NC, NH, NJ, NY, PA

740 SE Indian St, Stuart, FL 34997

(772) 233-4315