Nancy K. Maugel is engaged by clients to act as their primary financial advisor. She is a Branch Manger and Financial Consultant with Cetera Advisor Networks LLC.. Cetera Advisor Networks LLC., SIPC, is a full service securities broker / dealer and registered investment adviser. Services provided include financial planning, investment management, brokerage services, and insurance.
Entering the financial services industry in 1979 as an insurance agent with Provident Mutual, Nancy acquired her Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designation from the American College. She began her financial planning practice in 1986 when she joined Cetera Advisor Networks LLC.. Her practice emphasizes client education and teamwork to enable individuals and families to make intelligent decisions to reach their financial goals. She works closely with each client to develop a personalized plan designed to meet their specific financial objectives and priorities. Nancy’s practice is based on building long-term client relationships and "going the extra mile" for her clients.
Nancy’s practice began in Dallas, where she lived for 15 years. She also established a practice in Philadelphia, PA from 1989-1996 while her husband, Fred Silberman, worked for the City of Philadelphia. Returning to Austin, TX in August of 1996 she opened her current office in Texas Hill Country.
She is a graduate of Temple University School of Nursing and from Texas A& M -Commerce with a B.S. in Health Care Administration. She is a member of the Financial Planning Association (FPA), serving as a board member of the Philadelphia Chapter 1992-1995 and the Society of Financial Service Professionals.
Nancy and her husband, Fred, are thrilled to be living "deep in the heart of Texas" where they share their home with their puppy, Valentine, and their lhasa apso, Toto and Mitzi. Travel, scuba diving, yoga, tennis, gardening, cooking, and wine collecting are their favorite leisure activities.
Job Description for Nancy Maugel CLU, ChFC
Develop and retain clients by designing and implementing financial strategies to assist clients in reaching their financial goals and objectives.