UBS Financial Services
47yrs
Top 1% by experience in Nashville
27yrs
Nancy Bach
Financial advisor at &partners
Based in Nashville, Tennessee, Nancy Bach is a fiduciary financial advisor with 27 years of industry experience. Nancy has been with &partners since 2024; before that, Nancy spent two years at Wells Fargo Advisors and three years at Prudential Equity Group. &partners offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and subscription fees.
One of 1133 advisors with offices in Nashville, and one of 1029 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 23% by experience in Nashville
Office40 Burton Hills Blvd. Suite 350, Nashville, TN 37215
Firm&partners
How the firm is paid ?Percent of assets, Hourly, Subscription, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$384,909
Advisors at the firm545
States licensed ?1 state
Services through &partners
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational 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
- 2024 – now&partnersCurrent firm
- Mar 2022 – Feb 2024
- 2003 – 2022Wells Fargo Clearing Services, LLCPreviously
- 2000 – 2003Prudential Equity Group, LLCPreviously
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?
- Your firm can charge performance-based fees. Would that apply to me?
- 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?
My notes and scorecard
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About Nancy
How do I contact Nancy?
Call &partners at 615-255-6431 and ask for Nancy Bach. Nancy works from the Nashville, TN office.
How long has Nancy been a financial advisor?
Nancy has been in the industry since 1999, about 27 years. Top 23% by experience in Nashville.
What licenses does Nancy hold?
Series 63, Series 65. 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?
&partners reports being paid by a percentage of the assets they manage, hourly fees, subscription fees, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Nancy for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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