Morgan Stanley
47yrs
Top advisor by experience in Mount Laurel
26yrs
Based in Mount Laurel, New Jersey, Nancy Schultz is a fiduciary financial advisor with 26 years of industry experience. Nancy has been with Raymond James & Associates since 2025; before that, Nancy spent 12 years at UBS Financial Services and four years at Morgan Stanley. Raymond James & Associates offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 387 advisors with offices in Mount Laurel, and one of 372 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 25% by experience nationwide
Office3000 Atrium Way Suite 420, Mount Laurel, NJ 08054
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$788,879
Advisors at the firm5,796
States licensed ?1 state
Services through Raymond James & Associates
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Aug 2025 – nowRaymond James & Associates, Inc.Current firm
- 2013 – 2025UBS Financial Services Inc.Previously
- 2009 – 2013Morgan StanleyPreviously
- Feb 2009 – Jun 2009Morgan Stanley & Co. LLCPreviously
- Apr 2008 – Feb 2009Citigroup Global Markets Inc.Previously
Contact Nancy
(727) 567-1000Firm headquarters in St. Petersburg, FL. Ask for Nancy. 3000 Atrium Way Suite 420Mount Laurel, NJ 08054Office · Get directions Firm websiteHTTPS://WWW.ALEXBROWN.COM
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Questions to ask Nancy
Tailored to Nancy’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Nancy
How do I contact Nancy?
Call Raymond James & Associates at (727) 567-1000 and ask for Nancy Schultz. Nancy works from the Mount Laurel, NJ office.
How long has Nancy been a financial advisor?
Nancy has been in the industry since 2000, about 26 years. Top 25% by experience nationwide.
What licenses does Nancy hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Nancy a fiduciary?
Nancy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Nancy paid?
Raymond James & Associates reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Nancy for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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