Nelly has over 20 years of experience in wealth management, Investment management, corporate retirement plans, financial services, and business management. Before co-founding NWAM, LLC in the summer of 2008, Nelly was a Financial Advisor at UBS Financial Services and prior to that a Financial Advisor at Piper Jaffray & Co. As CEO, Nelly directs the firm’s overall strategic plan, business growth and oversees all business units. The goal of the firm is to bring together like-minded individuals/firms from across the US and provide a platform where advisors and their clients can take advantage of economies of scale, technology, pricing power and premium service. Nelly is committed to reta