Buildings

Flavia Nunes

Wealth Advisor
Education and Credentials
University of Missouri-Kansas City

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.

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Career Highlights
Why did you get into wealth management?
What do you enjoy most about the work you do for SteelPeak clients?
What do you love to do outside of work?
What is your favorite book or quote?
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

Joshua Fein
Controller
Luke Anderson, AWMA®
Sr. Vice President, Wealth Advisor
Pete Alliegro, CFA
Director of Business Development
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Chris Shelburne
Director of Corporate Development
Steven Dymant
Director of Alternative Solutions
James Cordle
Senior Trader
Wayne T. Slappy
Wealth Advisor
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Morten Roness, MBA
Vice President, Wealth Advisor
Colin Kapp
Director of Marketing
Nick Sailer
Investment Analyst
Spencer Mittin
Client Service Associate
Brendan Finnerman
Senior Portfolio Manager
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Amalia Uribe
Human Resources Manager
Lisa Tashtchian
Business Development Coordinator
Cecilia Escobar
Senior Client Service Associate
Tyler Resh
Chief Growth Officer
Roger Lopez
Wealth Advisor
Victoria Harding
Corporate Development Analyst
Billy Yeh
Director of Insurance Solutions
Lioness Ebbay, Esq.
Director of Estate Consulting
Justin Iskander, CPA
Investment Analyst
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Airene Williamson
Chief Legal Officer
Kingsley Choi
Wealth Advisor
Rina Pineda, CPA, MST
Director of Tax Consulting
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Katherine Neto, AWMA®
Client Service Associate
Robert Venezia
Vice President, Wealth Advisor
Mike Janis
Sr. Vice President, Wealth Advisor
Leonard Green
Compliance Manager
Daisy Stinson
Client Service Associate
Omeri Davidi
Operations Associate
Stephanie Valderrama
Administrative Assistant
Brian Matthews, CFP®
Vice President, Wealth Advisor
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Tony Walsh
Chief Operating Officer
Alexis Prigo
Executive Assistant
Mike Shotton
Sr. Vice President, Wealth Advisor
Summer Larzelere
Senior Tax Consultant
Kim Zajic
Chief Administration Officer
Michael Rashtian
Vice President, Wealth Advisor
Matthew Keller
Vice President, Wealth Advisor
John Perry, CPFA, CDS
Sr. Vice President, Wealth Advisor
Rich Winer
Vice President, Wealth Advisor
James Cotton
Operations Associate
Joseph Brandolino
Client Service Associate
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Vladislav Donets
Senior Associate - Alternatives
Nicolo Gori
Client Service Associate
Bardia Maghami
Fund Operations Associate
Eric Chamberlain
Vice President, Wealth Advisor
Jim Bray, CFP®
Sr. Vice President, Wealth Advisor
Lexi Shaheri
Client Service Associate
Sam Sosa
Wealth Advisor
Michelle Nanoff
Senior Client Service Associate
Heidi Wilson, WMCP®, CDFA®
Wealth Advisor