Nancy A. Wheatley

Executive Assistant to the Managing Principal

phone: (216) 765-7436

Nancy joined Lincoln Financial Advisors in June 2003 as Executive Assistant to the Managing Director. She currently is part of the Leadership Team and supports the Managing Principal (MP) of the Cleveland Regional Planning Office. Her responsibilities include administrative support to the MP, special events planning, recruiting support, planner coaching support, RPO website administration and disaster recovery.

Prior to moving to Cleveland in 1994, Nancy resided in New York City and was employed at Basic Economic Appraisals, a large financial management firm, for 12 years as Assistant to the President. Before joining Lincoln, she was employed as an Executive Assistant to the Owner/CEO of Metropolitan Bank in Cleveland, OH. Nancy has an Ohio Life, Health and Annuity license and is a Notary Public.