Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Nadia Allaudin is a Senior Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management in Century City. She earned the Certified Investment Management Analyst® designation.* As of January 2020, The Allaudin/Brahos Group is entrusted with over $516 million in assets and liabilities. Nadia has been named to the Forbes “Best-in-State Wealth Advisors” list in 2020.* Nadia was named to Working Mother/SHOOK Research’s “Top Wealth Advisor Moms” list in 2019.*
With more than 20 years of in-depth experience in the financial services industry, Nadia and her partner, Bill focus on empowering women and the LBGTQI community to better understand their wealth management needs. They enjoy exploring their clients’ relationship to money and assisting them with their financial concerns.
Having founded the annual Women, Wealth & Wisdom Conference in Los Angeles that brings together hundreds of professional women, 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 plays an active role in the community through her involvement as a Board Member of Marymount High School and MADRE. She 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: 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®.*
*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
*Source: The Forbes “Best-in-State Wealth Advisors” list, January 16, 2020. For more information about the selection criteria, go to http://details-he.re/cQUujC. Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative or indicative of any one client’s experience, future performance, or investment outcome, and such rankings should not be construed as an endorsement of the advisor.
*Source: Working Mother/SHOOK Research’s “Top Wealth Advisor Moms” list, October 3, 2019. For more information about the selection criteria, go to http://details-he.re/vD5zo4. SHOOK Research is a trademark of SHOOK Research, LLC. All rights reserved. These rankings and ratings are not representative nor indicative of any one client’s experience, future performance, or investment outcome and such rankings should not be construed as an endorsement of the advisor.
University of Southern California
Forbes "America's Top Women Wealth Advisors"
Forbes "Best-in-State Wealth Advisors"
Working Mother "Top Wealth Adviser Moms"
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.