Linked

Nancy Chung

Client Services Consultant

Nancy Chung is currently a Client Services Consultant for the Conway Wealth Group.

After almost 20 years as the Director of Client Services with our team, Nancy has retired. However, she will be available as a consultant.

With 25 years of experience in the financial services industry, Nancy plays an integral role in Conway Wealth Group’s concierge service strategy. She acts as a liaison to contact banks and mortgage brokers ensure competitive rates and terms when clients have loan or mortgage needs. She also provides transaction and client service support and advice on bill paying as such requests arise.    

Nancy earned a degree in Business Administration at the University of California-Berkeley. She lives in Chatham, New Jersey and enjoys hiking, camping, art, and travel.

Check the background of this investment professional on FINRA's BrokerCheck.