Buildings

Flavia Nunes

Sr. Vice President, Wealth Advisor
Education and Credentials
University of Missouri-Kansas City
Bachelor of Business Administration; Master's in International Business

Flavia Nunes is a seasoned wealth advisor with a strong academic foundation and extensive industry experience. She holds a bachelor’s degree in business administration and a Master’s in International Business from the Bloch School of Business at Missouri. Flavia began her career at Bank of America as a branch manager, where she honed her leadership and client relationship skills. She later joined Merrill Lynch, serving as Financial Solutions Advisor, and advancing to Senior Financial Advisor, where she delivered tailored financial strategies to help clients achieve their goals.

As a native of Brazil fluent in Portuguese and Spanish, Flavia brings a global perspective and personalized approach to wealth management and SteelPeak Wealth. She specializes in empowering individuals, families, and business to achieve their financial goals through customized strategies tailored to their unique needs and aspirations.

Passionate about community involvement, Flavia enjoys assisting local businesses and fostering economic growth. Her expertise in retirement planning, portfolio management, wealth transfer, and tax-efficient strategies ensure every solution aligns with client goals and values. With 17 years of experience in the financial industry, Flavia brings a deep understanding of market trends, investment management, and risk mitigation. Whether working with multicultural clients or supporting entrepreneurs, Flavia’s goal is to provide clarity and confidence in financial decision making. When Flavia is not working, she enjoys volunteering, traveling, practicing Pilates, and attending baseball and football games with her family.

Your first meeting with Flavia is focused on getting to know each other. She'll share how she works, and she'll take the time to understand your goals, preferences, and what matters most to you. Whether you prefer email, text, or a phone call, she adapts to your style so staying connected feels simple and stress-free.

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Career Highlights
  • Branch Manager at Bank of America
  • Financial Solutions Advisor at Merrill Lynch
  • Senior Financial Solutions Advisor at Merrill Lynch

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Why did you get into wealth management?
I was drawn to wealth management because it combines analytical thinking with relationship building. I enjoy helping people make confident financial decisions and creating strategies that align with their long-term goals, values, and life aspirations.
What do you enjoy most about the work you do for SteelPeak clients?
I enjoy uncovering the stories behind companies and helping clients turn insights into smart, informed financial decisions. Wealth management allows me to do both while building long-term relationships grounded in trust and clear communication.
What do you love to do outside of work?
I enjoy volunteering in the community, traveling, practicing Pilates, and spending quality time with my family, especially attending baseball and football games together.
What is your favorite book or quote?
"Someone is sitting in the shade today because someone planted a tree a long time ago." — Warren Buffett
Schedule a Meeting with
Flavia
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

Jack Martin
Associate Wealth Advisor
Rachel Otto
Staff Accountant
Leonard Green
Compliance Manager
Andrea Chandos
Sr. Tax Administrator
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Mike Shotton
Sr. Vice President, Wealth Advisor
Noah Barrionuevo
Associate
Mike Janis
Sr. Vice President, Wealth Advisor
Anthony Kim
Portfolio Manager
Lioness Ebbay, Esq.
Director of Estate Consulting
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Andy Rosas
AI Strategy & Operations Manager
Dylan Drake
Marketing Associate
Jordan Peterson, CPFA®
Wealth Advisor
Jackie Stafford
Sr. Client Service Associate
Luke Everhart
Business Development Associate
Christine Mueller Coley, CFP®, CDFA®
Sr. Vice President, Wealth Advisor
Joe Mezzetta, CPA
Tax Preparation Manager
Aimie Lalas
Tax Administrator
Derek Ruan
Wealth Advisor
Kiras Persky
Deputy General Counsel
Airene Williamson
Chief Legal & Compliance Officer
Morten Roness, MBA
Vice President, Wealth Advisor
Ryan Santiago
Operations Manager
Katherine Neto, AWMA®
Client Service Associate
Jason Hart
Director of Operations
Lesny Espinoza, EA
Tax Associate
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Mary Berg, CPA/PFS
Technical Reviewer
Laila Bahman
Associate
Alexandra Miller
Full Charge Bookkeeper
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Steven Dymant
Deputy CIO, Chief Private & Public Markets Officer
Michael Rashtian
Vice President, Wealth Advisor
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Patrick Oliver, MST, EA
Senior Tax Consultant
Teddy Weber, CPA
Tax Associate
Michael Nader, EA
Tax Associate
Myles Bozinovski
Sr. Market Director
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Robert Venezia
Sr. Vice President, Wealth Advisor
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Andrew Moss
Wealth Advisor
Kingsley Choi
Wealth Advisor
James Cordle
Senior Trader
Kim Zajic
Chief Administrative Officer
Daniel Atchinson
Junior Tax Associate
Dalia Dardoon
Associate Wealth Advisor
Michael Gansfuss
Market Director, Alpha Summit
Lisa Tashtchian
Sr. Client Service Associate
Curtis Cooper
Associate Wealth Advisor
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Steven K. Ridgeway, CPA
Tax Services Lead
Brandon McAuslen
Portfolio Manager
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Brendan Finneran
Senior Portfolio Manager
Michelle Nanoff
Sr. Client Service Associate
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Bradley Triana
Tax Consultant
Rina Pineda, CPA, MST
Director of Tax Consulting
Tony Walsh
Chief Operating Officer
Roger Lopez
Wealth Advisor
Joe Fusaro
Director of Operations
Harley Guzman
Office Manager & Junior Paralegal
Ethan Ashbrook, CFP®
Associate Wealth Advisor
Jennifer Prendergast
Director of Tax Operations
Stephen Fringer
Systems & Reporting Manager
Peter Amling, CFP®
Vice President, Wealth Advisor
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Tyler Resh
Chief Growth Officer
Wayne T. Slappy
Wealth Advisor
Joseph Brandolino
Associate Wealth Advisor
Annie Heller
Associate Wealth Advisor
Joshua Fein
Controller
Bardia Maghami
Vice President, Fund Operations
Rich Winer
Vice President, Wealth Advisor
Natalie Arias
Office Manager & Administrative Assistant
Wyatt Gibson
Junior Tax Associate
Jess Boone
Director of Client Development, SteelPeak Sports
Cecilia Umbel
Client Service Manager
Josh Lev
Vice President, Investment Research
Jonathan Sheen
Junior Portfolio Manager
Enrique Vargas
Market Director
Jessica Donovan, CFP®, AIF®, SE-AWMA®
Sr. Wealth Advisor
Charlotte Perkinson
HR & Talent Manager
Ashley Payrits
Alternative Investments Analyst