Nanci L. Pipo ChFC®, CLU®, CLTC

Nanci L. Pipo ChFC®, CLU®, CLTC

VP & Partner

Nanci Pipo became the second employee of Southtowns Financial Group when she joined the firm in 1997 as Dan's assistant. With Dan's support, Nanci took full advantage of the myriad of educational opportunities the financial services industry offered and quickly became a key member of the firm.  An experienced insurance professional, Nanci manages all insurance work for the firm including life, disability income, and long-term care insurance, helping to ensure that the firm's clients are protected in the event of the unforeseen. Providing her clients with preparedness is one of the top reasons she loves her job. Nanci also manages advanced underwriting and business management of the firm. She is a licensed broker for auto, homeowners and commercial insurance* and is a New York State Notary Public. An avid runner and fitness enthusiast, Nanci and her husband Walter reside in West Falls. They enjoy time with their two daughters and grandchildren. 

Designations Earned:

  • Chartered Financial Consultant® (ChFC®), 2010
    Designation, American College, 2010
  • Chartered Life Underwriter® (CLU®)
    Designation, American College, 2007
  • Certified in Long Term Care (CLTC)
    Designation, Corporation for Long Term
    Care Certification, 2002
  • NYS Property & Casualty Insurance Broker License (P&C), 2009
  • FINRA Series 7 (General Securities Rep) Registration, 2002
  • New York State Notary Public, 2000
  • FINRA Series 6 (Investment Company Products/Variable Contracts Limited Representative) Registration, 2000
  • FINRA Series 63 (Uniform Securities Agent State Law Examination) Registration, 2000
  • New York State Life Insurance and Health Insurance Licenses, 1998

Professional Organizations
MassMutual Society 1851 Sales Assistant Advisory Council, Toastmasters International

Bachelors in Business, Management and Economics with concentration in Finance SUNY Empire State College, June 2013

*Services not offered through MML Investors Services, or its affiliated companies.