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Nancy B

Series 63, Series 65

Tucson, AZ

VOYA Financial Advisors, Inc.

Nancy Bakshi is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has worked at Voya Financial Advisors since 2019 and previously spent eight years with Nationwide Investment Services Corporation. Outside of her advisory role, she is an investor in an artificial intelligence startup and hosts guests through Airbnb. Voya Financial Advisors, Inc. offers financial planning, portfolio management, and retirement plan advisory services to individuals, institutions, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to implement client-focused investment strategies through both discretionary and non-discretionary arrangements.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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