MEET THE TEAM

Nancy Santiago is a dynamic Investment Associate who brings a strong blend of operational precision and client-centric service to her role at Signature Wealth Advisors. She leads key functions in cash movement and transfer of asset operations, ensuring seamless external asset transitions and timely execution of client money requests. Her proactive approach and unwavering reliability make her a vital contributor to both operational excellence and client satisfaction.

Before joining Signature Wealth Advisors, Nancy served as the lead for compliance and operations at Omni 360 Advisors. There, she managed regulatory audits, SEC preparation, client onboarding, and account administration—building a solid foundation in advisory operations and governance.

Nancy holds a bachelor’s degree from Arizona State University and is deeply committed to delivering top-tier service. She thrives on building meaningful relationships with clients and helping them navigate their financial journeys with confidence and care.