Nancy Murdocco

Nancy has over 30 years of experience servicing client’s needs in the financial industry. Nancy handles the day to day operations of the office in Hauppauge and East Hills. She interacts with clients providing customer service both in person and over the phone. An integral part of Nancy’s responsibility is in assisting Peggy with her book of business by preparing applications for new business in Investments, Life Insurance or Medicare, as well as generating client reports for meetings. Nancy is adept at managing multiple computer systems that matches either a paperwork-intensive environment or equally a digital user-friendly technology. In addition, Nancy assists Peggy with educational event planning throughout the year.