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Nanci Spires

Nanci Spires
Vice President Financial Consultant Truist Investment Services, Inc.

801 Laurel Oak Dr

2nd Floor,

Naples, FL 34108-2180

Nanci.spires@truist.com

Phone 239-325-6443

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About me

Background

Nanci Spires is a Financial Consultant with Truist Investment Services, Inc. She offers clients more than 8 years of financial services, retirement planning, and investment management experience. 

 Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Associate’s Degree
Brown College 1991

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

Locations

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