Introducing Nancy Ungarino
Email: nancy.ungarino@lpl.com | Phone: 334.599.1609
When you work with All In Wealth Management, you are working with a team of experienced professionals. With a clear commitment to service, our guidance and recommendations will be collaborative – and made with your specific interests in mind.
Mission Statement
Nancy provides comprehensive financial guidance and support to her clients, leveraging her expertise in wealth management, retirement planning and investment strategies while fostering trust and transparency through open communication. She strives to empower people to achieve their financial aspirations and secure their financial future.
Professional Specialties
As a strong partner and planner for personal, family and small business SIMPLE and SEP retirement plans, she focuses on achivieving financial stability and understanding for indviduals from every background. Nancy is dedicated to helping each person work toward a positive retirement outcome through careful analysis of their savings rate, investment strategy and overall financial wellness.
Qualifications
Financial Advisor for Edward Jones Investments
Registered with FINRA Series 7, 66 and 39 securities through LPL Financial.
Attained the AAMS® and CRPC® designations.
Education
Graduated from Tulane University with an B.A. in English.
Personal
Nancy's strong interest in financial management led to a career that she thoroughly enjoys. She is the mother to three children, loves to cook, bake, lift weights and enjoys spending time at the beautiful Gulf Coast beaches as often as she can. In order to give back to the community, she volunteers and is a Child Court Advocate for Florida's Guardian Ad Litem. This impactful program enables her to provide much-needed support, both in and out of the courtroom, for children in the foster care community.
Contact Nancy Ungarino at 334.599.1909 to set up a complimentary, no-obligation appointment today.
Check the background of this investment professional on FINRA’s BrokerCheck.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. All In Federal Credit Union and All In Wealth Management are not registered as broker-dealer or investment advisor. Registered representatives of LPL offer products and services using All In Wealth Management and may also be employees of All In Federal Credit Union. These products and services are being offered through LPL or its which are separate entities from, and not affiliates of, All In Federal Credit Union or All In Wealth Management. Securities and insurance offered through LPL, or its affiliates are:
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
LPL Financial Form CRS
All In Federal Credit Union provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay All In Federal Credit Union for these referrals. This creates an incentive for All In Federal Credit Union to make these referrals, resulting in a conflict of interest. All In Federal Credit Union is not a current client of LPL for advisory services.
