Nancy Sawicki, CFP - UBS Financial Services Inc. in Dallas, TX is a highly experienced financial advisor with over 25 years of planning and wealth management expertise. Specializing in wealth preservation strategies and tailored financial plans, Nancy leverages her background in financial services to provide a full range of wealth management services to individuals and businesses. With a focus on integrity, prudence, and accessibility, Nancy is dedicated to earning the confidence and trust of her clients.
As a senior vice president at UBS, Nancy offers retirement advice, charitable pursuits, education funding, estate planning, risk management, investment management, and business strategies. She is also actively involved in giving back to the community, serving as a board member for various nonprofit organizations and mentoring young women. With her CERTIFIED FINANCIAL PLANNER designation, Nancy is committed to helping clients solve their complex planning needs and achieve their financial goals.
Generated from the website