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Nancy Lee Giusto, CRPC™
Sr. Registered Branch Associate

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Nancy brings over 25 years of experience in the financial services industry. She was formerly a senior registered client associate and corporate retirement plan consultant at The Wealth Alliance. Nancy began her career as an annuity operations specialist with First of Michigan Corporation in 1994. She then went on to work for Robert W. Baird & Company and Merrill Lynch as a senior registered client associate, before joining Morgan Stanley in 2011 as a portfolio associate at the Cypress Group. She strives to provide clients with effective wealth
management strategies and quality service.


Nancy received a Bachelor of Business Administration in management from Chaminade University of Honolulu. She lives on the south shore of Long Island in East Patchogue, New York, with her husband, Ray, and their dogs, Tanner and Poppy.

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