Staff and Advisors

Nancy Williams

Registered Sales Assistant

After graduating from Miami University, where she majored in Finance, Nancy worked for the Federal Reserve Bank and Huntington National Bank. She joined Carver Financial Services in 1997. Nancy maintains a Series 7 license and a Life and Health insurance license. She also has her Registered Paraplanner designation from the College of Financial Planning. Her responsibilities include assisting Mark and Kale during client meetings as well helping clients with administrative questions and concerns. When not at work, Nancy enjoys spending time with her husband, Steve, her two sons, and three dogs.

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