Nancy Pilatos

Client Service Associate

Nancy was born and raised in Astoria, Queens, NY, and is the first-born child of Greek immigrants. She holds a Master of Science in General Elementary and Special Education from Touro College and a Bachelor of Arts in Psychology and Sociology from Stony Brook University.

Nancy began her banking career in 2015 as a Universal Banker at Capital One. She then spent seven years at Citibank as a Personal Banker, where she excelled in building strong client relationships and gained valuable experience in operations, compliance, and risk management. In 2023, she moved to Moore, SC, to become a Senior Relationship Banker at Truist, continuing to develop her skills and passion for educating and assisting clients with their financial needs.

In 2024, Nancy joined Raymond James as a Client Service Associate with Schoen Capital Group. She is enthusiastic about helping clients navigate the complexities of wealth management, retirement, savings, and financial planning.

Outside of work, Nancy enjoys painting, walking, cooking, and spending time with her fiancé, Anthony, their dogs Lucia and Remington, and their cat, Cheechy. She has a long-standing passion for playing the violin and has been part of the Camerata Youth Orchestra, Modern Music Masters, and the pit orchestra for the Nutcracker Ballet in Washington, DC.

Raymond James & Associates, Inc. is not affiliated with the above independent organizations.