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Nadia Allaudin is a Senior Vice President and Wealth Management Advisor with Merrill Lynch Global Wealth Management in Century City. She earned the Certified Investment Management Analyst® designation and as of August 2017, clients have entrusted Nadia with $246 million in assets and liabilities. She is a qualified Portfolio Advisor who, in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill Lynch or approved third- party investment managers’ strategies, funds or portfolios.
With more than 18 years of in-depth experience in the financial services industry, Nadia and Bill focus on working with women to better understand their wealth management needs and enables them to help reach their short and long-term goals, in close partnership with CPAs and attorneys. More specifically, their areas of focus include financial strategies, liability management, long term care needs and retirement services. She enjoys understanding her clients relationship to money and assisting them with their financial concerns.
As of August 2017, The Allaudin/Brahos Group oversees over $472 million in assets and liabilities.
Having founded the annual Women, Wealth & Wisdom Conference in Los Angeles that brings together more than 400 women, who are financial advisors and clients. Nadia works to foster deeper relationships and participate in discussions with renowned speakers on health/wellness, leadership and spiritual best practices. In appreciation of her efforts, she was awarded the prestigious Bank of America Diversity & Inclusion Recognition award. Nadia has taught a Women, Wealth and Wisdom course at UCLA’s extension program for working professionals looking for guidance on work/life balance and career advice.
Nadia plays an active role in the Los Angeles community through her involvement as a Board Member of The Library Foundation of Los Angeles and Marymount High School. |Frequently quoted in national and local media outlets that seek her guidance and insights on personal finance topics such as asset allocation, market volatility and retirement planning, Nadia enjoys sharing her experience and insight on current wealth management trends.
She enjoys scuba diving, hiking and yoga. As a certified diver, she travels to diving destinations around the world such as French Polynesia, Dubai, Egypt and the Cayman Islands. Nadia completed her yoga teacher training program at Yogaworks and is a certified yoga instructor.
Nadia earned her Bachelor’s of Science Degree in Business Administration with a dual emphasis in Finance and Business Communication from the Marshall School of Business at the University of Southern California.
Nadia’s Industry Credentials include: Series 3 National Commodity Futures, 7 General Securities Representative, 8 General Securities Supervisor, 66, 31 Futures Managed Funds, FINRA Registrations; Insurance License; Certified Investment Management Analyst® designation.
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
University of Southern California
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1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
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Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.