Broker Check
Nancy K. Rodriguez, MBA

Nancy K. Rodriguez, MBA

President, Financial Advisor

Nancy K. Rodriguez has 21 years of experience working in the financial services industry and serves as President of Bob Richardson & Associates, Inc. She is registered as an Investment Advisor Representative of Cambridge Investment Research Advisors, Inc. and Registered Representative of Cambridge Investment Research, Inc., and is a life insurance and annuity agent.

Prior to joining Bob Richardson & Associates, Inc., Nancy worked as President of Chase Bank for the Rio Grande Valley.  Her banking career afforded her the opportunity to engage with both companies and individuals to meet all their financial needs including loans, treasury services and investments.  Nancy also previously worked with a prominent accounting firm as a financial advisor serving the firm’s clients throughout the Rio Grande Valley.

Nancy feels extremely fortunate to have discovered a career in financial planning.  She takes advantage of all that she has learned in banking and structuring complex transactions and applies that experience to help individuals, families and businesses achieve their financial goals.

Outside of work, Nancy believes in giving back to the community that has been so good to her and her family.  Her membership on various boards has provided Nancy with the opportunity to not only learn the strengths and needs of our community but also to work with individuals committed to making a difference in our community.  She also enjoys running and traveling, as well as the many adventures of raising two active boys.

Experience

  • Former Bank President, Rio Grande Valley
  • Board Member, Brownsville Economic Development Council
  • Board Member, Gladys Porter Zoo
  • Former Board President, The Episcopal Day School
  • Graduate of Leadership Brownsville, Class XXV
  • Former Board Member, St. Joseph Academy
  • Former Board Member, American Cancer Society
  • 21 years in the financial services industry as a commercial lender, financial advisor

Education

  • MBA, Baylor University, 1995
  • BA, Baylor University, 1993

Member

  • InNet Financial Group
  • RDM Partners Group