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Advisor Profile

Nancy McElroy, ChFC®

Founder & President +Wealth Advisor

CHFC Chartered Financial Consultant Kansas City
Nancy McElroy CHFC Kansas City

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Nancy began her career as a Financial Advisor with Merrill Lynch in St. Louis, where she developed her fundamental investment knowledge. She joined Morgan Stanley in 2002, then Wells Fargo Advisors in 2009 to take a team approach to providing personalized financial advice for individuals and families.

Growing up with her father in the military, Nancy learned to enjoy exploring new places and meeting new people.  While earning her bachelor’s degree at the University of Missouri, she wrote for a local newspaper covering sports and was able to sit in the press box for the 1985 World Series in St. Louis.  After earning her degree in Finance, she settled in Kansas City and 30 years later still loves all the city has to offer.

Nancy provides comprehensive investment planning as a Chartered Financial Consultant (ChFC®). If a working relationship is developed, she can work with you to help pursue your goals. For three decades Nancy has helped clients address their financial concerns and develop strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Nancy has dedicated her career to delivering the personalized investment planning services her clients deserve.

Nancy spends her free time with her friends and family, and loves taking her grandchildren and her yellow lab, Macie, camping.  She likes to stay active both physically and mentally, whether it’s hiking at the park or taking regular trips to the Nelson Art Museum.  Nancy especially enjoys hiking, kayaking, and biking, and she successfully completed her first half marathon in 2013. 

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