Nancy Skeans, CPA, CFP® in

Nancy Skeans, CPA, CFP®

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Senior Wealth Advisor at Schneider Downs Wealth Management Advisors, LP
📍 Pittsburgh, Pennsylvania, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
22 Years
Current Role
Senior Wealth Advisor
Location
Pittsburgh, Pennsylvania, United States
Personality Overview

How Nancy shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Nancy cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

10-2023
Senior Wealth Advisor
Schneider Downs Wealth Management Advisors, LP
10-2003 - 6-2025
Retired
Schneider Downs Wealth Management Advisors, LP
7-2017 - 10-2023
Chief Executive Officer of Schneider Downs Wealth Management, LP
Schneider Downs
10-2003 - 7-2017
Partner/Managing Director
Schneider Downs
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1984
Bachelor of Science - BS
United States Air Force Academy
2007
Master's degree
College for Financial Planning
1989
Master of Business Administration - MBA
Wright State University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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