Nancy Burns

Nancy Burns

Tax Preparation & Filing, Accounts Receivable and Customer Relations

 

Doing all she can to make everyone’s day better.

Years in the industry: 37

Years with CMA: 23

Licenses and Education: BS in Psychology, Minor in Sociology

With her wealth of education and experience, Nancy knows exactly what she’s doing. After all, she has worked in tax accounting since 1984 and financial planning since 1996. But that’s not all she knows.

What Nancy knows best is how to help people. Her dedication to helping others truly sets her apart—and it’s what makes her such an asset for CMA’s clients, among others. 

Helping others also helps her experience meaning and satisfaction. While her volunteer work provides her with the chance to help people directly, her efforts at CMA gives her fulfillment from providing exceptional service to each client

Over 40 years in business

Over 200 years combined experience

1.2 B Assets Under Management

 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck