Nancy Gordon

Private Wealth Associate


Nancy brings over ten years of experience in client services and operations to her role as a Private Wealth Associate at Verdence. She focuses on delivering quality service and care while managing daily activities for client accounts. Before joining Verdence, Nancy was an Insurance Operations Associate with BFG Financial Advisors. In that capacity, she helped clients develop customized plans for life, disability, and long-term care insurance. Her foundation in financial services was built at Caplan Financial Group, where she provided client services support as a Financial Advisor Assistant.

Get to Know Nancy!

My favorite vacation spot is:

“Cayman Islands”

A hobby I wish I had more time for:

“Upcycling/painting old furniture”

If you were not a financial professional, I would be:

“Interior Designer or a Travel Photographer for National Geographic Magazine”

Who, living or dead, would you like to invite for dinner:

“Hard to narrow down, but probably Ronald Reagan, Neil deGrasse-Tyson, Sir Paul McCartney, Kenny Chesney, Lucille Ball, Robin Williams, Will Ferrell, and of course, Ryan Reynolds”