Nancy Rainer-Wallace

Background

About Nancy Rainer-Wallace

Nancy Rainer-Wallace is a Senior Vice President - Senior Financial Advisor, who joined Merrill in January of 2011 in the Wayne, PA office. Prior to Merrill Lynch Wealth Management, Nancy was a Senior Financial Advisor with Morgan Stanley and UBS Financial Services. Since 1982, Nancy has been a Wealth Management Advisor in the financial services industry. Nancy's focus is providing complete financial advisory and wealth management solutions to individuals, families and businesses based upon each client's risk tolerance, time horizon, liquidity needs and overall investment goals. Her areas of proficiency are equity and fixed income portfolio management, retirement planning, annuities, pension and profit sharing services, life insurance and the frameworks of asset allocation. Nancy is also licensed in National Commodities Futures. Nancy attended the University of Hartford, Connecticut and the University of Miami, Florida. Nancy is involved with the following philanthropic organizations: The Ladies Committee for the Devon Horse Show and the Brandywine Conservancy for the Radnor Hunt Club. She also served on the women's board of the Philadelphia American Cancer Society. Nancy and her husband, Jim, formed the Wallace Rainer Group business partnership in 1995. They live in Devon, Pennsylvania. They have two daughters, Hayley and Addison. Nancy has the following FINRA Registrations Series 7, Series 63, Series 65, and Series 3.*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.