Nancy Hughes - Sr. Wealth Advisor

Nancy Hughes

CFP®, CAP®
Sr. Wealth Advisor

Collaboration with clients is a key part of building trust and leads to lasting relationships where I can tailor the right solutions for each individual and family.

Meet Nancy

Nancy is a Wealth Advisor at Mercer Advisors, based in the Minneapolis office. She joined the firm in 2024 through the acquisition of Waypoint Capital Advisors. In 2017, Nancy founded her own wealth management firm, Be Financial, which merged with Waypoint Capital Advisors in 2021. She began her wealth management career in 1995 at Morgan Stanley as a Financial Advisor. Nancy is a graduate of the University of Wisconsin-Madison. She is a CERTIFIED FINANCIAL PLANNER® professional and holds the Chartered Advisor in Philanthropy® certification.

Nancy’s specialties

At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Nancy has focused experience in these areas:

  • Multi-generational planning that aligns with your values and minimizes tax impact
  • Support through acquisitions and mergers, including liquidity events and 
sudden wealth
  • Support for business owners, from growth and succession to liquidity events and legacy planning
  • Helping single women manage wealth on their own terms, with strategies aligned to their lifestyle and priorities
  • Supporting women entrepreneurs navigating ownership, growth, and personal wealth

Her working style

Nancy is known for her consideration and care when working with clients. Her collaborative and inquisitive nature allows her to build long-term relationships with clients that provide reassurance.

Nancy in real life

What keeps you busy outside of work?

As an empty nester, I’ve pivoted from helping with kids’ activities and being a hockey mom to book clubs, traveling, and doing more yoga!

What makes you tick?

My parents owned a small business, so watching them build and grow that business sparked my entrepreneurial spirit. I love finding ways to develop efficiencies and provide the best service to grow a business.

How do you give back?

I sit on a board of a local nonprofit that serves our community by meeting basic needs and equipping households for ongoing stability. I love the idea of starting local and then seeing it pay forward.

Nancy’s snapshots

Meet Nancy’s Teammates

At Mercer Advisors, we operate as a unified team. Get to know the teammates Nancy counts on — and how they work together to support you.
Sydney Shearer

Sydney Shearer

Manager, Client Services

What Nancy Says

Sydney takes service requests to the next level. Whether it’s working closely with a client to complete a rollover or completing more complex transfers, Sydney always figures out a way to keep both advisor and clients updated on the process.

Madeline Longo

Madeline Longo

Sr. Financial Planner

What Nancy Says

Madeline is the one I turn to for help in presenting financial topics to clients. She takes a situation and breaks it down so that clients can follow the financial planning process. Her expertise in our planning tool is amazing, I refer to it as “Madeline’s Magic”!

John Mowery

John Mowery

Wealth Advisor, Director

What Nancy Says

Madeline is the one I turn to for help in presenting financial topics to clients. She takes a situation and breaks it down so that clients can follow the financial planning process. Her expertise in our planning tool is amazing, I refer to it as “Madeline’s Magic”!

Kara Duckworth

Kara Duckworth

Managing Director of Client Experience

What Nancy Says

Kara makes sure our clients get exceptional service. When looking for advice and collaboration on any economic or financial planning strategy, Kara is the one to go to.

Evan Kennedy

Evan Kennedy

Wealth Advisor

What Nancy Says

Evan’s enthusiasm over investments and strategy is contagious. He comes to work every day ready to collaborate with advisors on how to best meet our clients’ investment needs.

Articles by Nancy

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