Andrea Nolan
Reno, Nevada
“I’ve really tried to build my career around understanding peoples needs, which centers around actually listening to them. I am passionate about helping people and giving them advice that is in their best interest to help achieve their financial goals.”
I believe in a “client-first” approach that’s centered around transparent and open communication. I want clients to feel comfortable and educated with decision-making that will impact their financial future.
I’m experienced with portfolio management, tax-saving strategies, and business development.
I work with high-net-worth and ultra-high-net-worth clients.
Before becoming a financial advisor, I played collegiate basketball at Cal Berkley and UNLV. With aspirations to go into sports management, I got to know people in the community through the UNLV Athletics Department. Then, through a local connection, I ended up at Merril Lynch in a two-year training program that launched my career as a financial advisor. Since then, my financial career has spanned 27 years.
I have experience in the areas of portfolio management, tax-saving strategies, and business development. For portfolio management, our team leverages a proprietary algorithm that helps us sift through quantitative investment data and help pinpoint the most undervalued opportunities in the market. We use this data to inform our decisions on which investments might be right for our clients and then make recommendations. On the tax side, I’m big on helping clients actively manage their taxes on a daily basis, where many advisors may just focus on it at one critical time during the year.
I work with high-net-worth and ultra-high-net-worth clients from all walks of life. My clients range across industries and have obtained their wealth in various ways. I’m focused on helping them retain their wealth and target growth opportunities, in line with their unique needs and goals.
I focus on tax planning and optimization because they are crucial aspects to consider when managing your finances. By strategizing efficient ways to minimize tax liabilities and maximize savings, my clients can plan for the future. Additionally, I also help clients with retirement planning, Investment management, and cash flow planning because they are essential for maintaining a healthy financial balance.
My strategies are based on macroeconomics and fundamental analysis, which help form my investment recommendations to my clients. I also help clients with tax-saving strategies that go beyond the one-time-a-year check-in on taxes done by most financial advisors. I also help clients with risk management strategies since a key component of managing assets is understanding their risk tolerance and aiming to balance that risk and reward when the markets are down.
Client experience is everything to me. I’m dedicated to making the experience as minimally stressful and complicated as possible. If you’ve met me, you know that I enjoy talking to people from all walks of life. This skill has helped me connect with clients on a deeper level, understand their needs, and be able to support them in achieving their financial goals.
My two favorite parts of working with clients are building trusted relationships and helping them achieve financial goals.
Savvy provides an easy experience where it’s quick and easy to look for information. It’s especially useful when I work in tandem with CPAs and estate planning attorneys.
Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials provided by advisors. However advisors may have an indirect financial incentive to provide testimonials.
Ancora West Advisors, LLC dba Universal Value Advisors (“UVA”) is an investment advisor firm registered with the Securities and Exchange Commission. Savvy Advisors, Inc. (“Savvy Advisors”) is also an investment advisor firm registered with the SEC. UVA and Savvy are not affiliated or related.
