Nancy Ksiazek

Nancy Ksiazek

Registered Associate

Phone: 941.256.9300
Fax: 941.256.9301

Registered Associate

  • 32 years+ of Service and Financial Industry Experience
  • B.A., in Business Management from Eckert College
  • Holds Series 7 & 63 Registrations

Nancy started her career as a Trust Investment Associate transitioning into a Jr. Portfolio Manager and then became a Securities Trader at NCNB National Bank of FL more than three decades ago. After 12 years in the Trust Investment Industry, Nancy changed her career path to work in the Brokerage/Wealth Management Industry. She worked with RBC Wealth Management, Wells Fargo Advisors and Northern Trust Securities before joining Capstan Financial Consulting Group. She has made a career of working directly with clients, striving to help them achieve their financial goals and peace of mind.

Nancy moved to Holmes Beach, FL in 1978 where she attended Manatee High School in Bradenton, FL. She graduated from Eckerd College in 1985 with a Bachelors of Arts degree in Business Management.

Nancy still resides in Holmes Beach and enjoys spending time with her friends and her parents who still reside in Holmes Beach. She enjoys boating, biking, working out, and all things outdoors.