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Nancy Perez, CFA®

Managing Director Senior Wealth Advisor Wealth Management & Trust Florida
Nancy Perez

Nancy Perez is an investment professional with almost 30 years investment and wealth management expertise. Her extensive and diverse background includes portfolio management, investment strategy, financial planning, and fundamental security valuation analysis. She is committed to delivering individualized, fully integrated, financial solutions for complex clients and their families.

Previously, Nancy was a principal of Earl M. Foster Associates, a registered investment adviser specializing in the management of security portfolios for individuals, trusts, and pension and profit-sharing plans.

Active in the Miami community, Nancy is a longstanding member of the Women’s Fund of Miami Dade County has served on their Executive Board, their Finance, Nominations, and Grant Selection Committees. She is also an active member of the Coral Gables Chamber of Commerce and previous chair of Women’s Business Network. Nancy is a member and former director of the CFA Miami Society and member of the CFA Institute. 

Nancy holds the Chartered Financial Analyst designation and graduated Summa Cum Laude from the University of Miami, where she received The Wall Street Journal award for academic excellence in Finance.

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