Quaker Wealth Management
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    • Home
    • About Us
      • Our Team
      • The Quaker Way
    • How We Can Help
      • Financial Planning
      • Investment Management
      • FamilyCFO
    • In the News
      • Blog
      • Media
    • Client Login
      • Accounts (Schwab)
      • Financial Plan (eMoney)
      • Performance (Envestnet)
    • Contact
  • Home
  • About Us
    • Our Team
    • The Quaker Way
  • How We Can Help
    • Financial Planning
    • Investment Management
    • FamilyCFO
  • In the News
    • Blog
    • Media
  • Client Login
    • Accounts (Schwab)
    • Financial Plan (eMoney)
    • Performance (Envestnet)
  • Contact

Nancy McDonald

Nancy is the Director of Administration and long-time veteran of the investment industry and Quaker Wealth Management LLC. In addition to keeping our practice running smoothly, she delights clients with her friendly manner and “can do” attitude. Clients always feel good when they hear her voice on the other end of the line. 


Nancy and her husband Dan (high school sweethearts) are “empty nesters”, but they keep busy with their 4 children and 10 grandkids. When she’s not assisting clients, she enjoys gardening, decorating, reading and cooking. 






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