Meet Our Team
Nancy Brunetti, with more than 30 years of experience in the financial services industry, has the insight to provide the financial guidance needed to thrive in today’s world. Her credentials include senior leadership positions with multinational financial firms, building her own financial advisory firm and coaching other advisors across the country.
Her focus is to share proven financial strategies that allow her clients to realize their full financial potential by ensuring the highest and best use of every dollar at work within their plan. The SMART™ (Strategic Movement Around Retirement Taxation) seminar is based upon using tax and actuarial arbitrage resulting in more spendable after tax retirement income.
Nancy began her professional career at Mass Mutual as a computer programmer. She was quickly recognized for her leadership capabilities and selected for the exclusive Management Development Program. After her time at Mass Mutual, Nancy worked at Monarch Life as a senior business analyst and was part of the implementation of the variable life and annuity product lines.
Nancy was then recruited by American Skandia where she worked both as a consultant and employee escalating to the position of Executive Vice President and Chief Operating Officer overseeing all of customer services, operations, and IT for the variable annuity, variable life, and mutual fund development and support.
She was involved in the distribution expansion to broker-dealers, wirehouses and banks. Seeking to expand her horizons, Nancy was next recruited by Sage (South Africa) as their Executive Vice President and Chief Operating Officer, as they were expanding their variable annuity operations into the US. Nancy was responsible for all operations in the US, Bermuda, and South Africa. In 2003, after having been involved in many other start-ups and product expansions, Nancy started her own financial services company.
Nancy lives in Merritt Island with her husband Todd. Their children live in Connecticut, New York and Michigan. They are proud grandparents to Levi, Redding and Avonlie. Nancy is a graduate of Mount Holyoke College and her hobbies include reading, volleyball, trivia, singing, watching sports and spending time with her family.