Nancy Bowes is a Client Service Representative with IMA Private Wealth. She works alongside IMA Financial Advisors to assist with all client support needs, including onboarding, insurance planning, portfolio monitoring, and facilitating communication between the clients and their individual Financial Advisor.

Nancy has an extensive investment background. Prior to joining IMA Private Wealth, she was Portfolio Administrator and Compliance Officer for Coe Financial Service, Inc. Her previous experience also includes serving as Financial Advisor for PaineWebber (now UBS) and as a Trust Officer for Southwest National Bank. She received an associate’s degree from Hutchinson Community College and holds a Series 65 license and Life insurance certification in Kansas.