Broker Check
Nancy Bockelman

Nancy Bockelman

LPL Registered Administrative Associate

Nancy Bockelman began her career with LPL in 2003. In 2004 she passed her Series 6 and Series 63 exams and her registrations are held through LPL Financial.  With over fifteen years supporting LPL Advisors in Sonoma County she brings with her extensive knowledge of LPL’s back office software platform and reporting systems.  Not only does Nancy enjoy the complexity of the financial industry, she also takes great pleasure in getting to know the clients and helping them with their needs.  Nancy works remotely from Vero Beach, Florida where she and her partner Paul own a sailing school.

 

Nancy is a former Yellowstone Park Ranger and holds her Bachelor’s Degree in Environmental Studies.  She can often be found outdoors either hiking or sailing.