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

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

Allison Garcia
Tax Administrator
Rachel Otto
Staff Accountant
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Morten Roness, MBA
Vice President, Wealth Advisor
Andrea Chandos
Senior Tax Administrator
Roger Lopez
Wealth Advisor
Samantha Orellana
Client Service Associate
Jennifer Prendergast
Tax Operations Lead
Joshua Fein
Controller
Derek Ruan
Wealth Advisor
Kingsley Choi
Wealth Advisor
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Lesny Espinoza
Tax Associate
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Steve Racius
Associate Wealth Advisor
Teddy Weber, CPA
Tax Associate
Benjamin Kanter
Client Service Associate
Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Steven Dymant
Director of Alternative Solutions
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Nina Weiss
Client Service Associate
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Joe Fusaro
Director of Operations
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Michael Nader, EA
Tax Associate
Alexandra Miller
Full Charge Bookkeeper
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Jackie Stafford
Client Service Associate
James Cordle
Senior Trader
Lisa Tashtchian
Sr. Client Service Associate
Raesa Martin
Client Service Associate
Rich Winer
Vice President, Wealth Advisor
Tony Walsh
Chief Operating Officer
Cecilia Umbel
Client Service Manager
Luke Everhart
Business Development Associate
Josh Lev
Vice President, Investment Research
Annie Heller
Associate Wealth Advisor & Investment Analyst
Robert Venezia
Sr. Vice President, Wealth Advisor
Nicolo Gori
Client Service Associate
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Michelle Nanoff
Sr. Client Service Associate
Myles Bozinovski
Business Development Manager
Dylan Drake
Marketing Associate
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Lioness Ebbay, Esq.
Director of Estate Consulting
Leonard Green
Compliance Manager
Alejandra Guzman
Paralegal – Compliance Associate
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Drew Clanton
Operations Associate
Ryan Santiago
Operations Manager
Jordan Thatcher
Senior Tax Consultant
Brendan Finneran
Senior Portfolio Manager
Kiras Persky
Deputy General Counsel
Tyler Resh
Chief Growth Officer
Stephanie Valderrama
Administrative Assistant
Rina Pineda, CPA, MST
Director of Tax Consulting
Aimie Lalas
Tax Administrator
Wyatt Gibson
Junior Tax Associate
Joe Mezzetta, CPA
Tax Preparation Manager
Peter Amling, CFP®
Vice President, Wealth Advisor
Andy Rosas
AI Strategy & Operations Manager
Wayne T. Slappy
Wealth Advisor
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Joseph Brandolino
Associate Wealth Advisor
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
JP Tran
Client Service Associate
Kim Zajic
Chief Administrative Officer
Charlotte Perkinson
HR & Talent Manager
Michael Rashtian
Vice President, Wealth Advisor
Lucas McDonnell
Client Service Associate
Airene Williamson
Chief Legal & Compliance Officer
Anthony Kim
Portfolio Manager
Daniel Atchinson
Junior Tax Associate
Bardia Maghami
Vice President, Fund Operations
Brandon McAuslen
Portfolio Manager
Mike Janis
Sr. Vice President, Wealth Advisor
Katherine Neto, AWMA®
Client Service Associate
Steven K. Ridgeway, CPA
Tax Services Lead
Richard Stucki
Senior Tax Reviewer
Mike Shotton
Sr. Vice President, Wealth Advisor