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.

Heading 1

Heading 2

Heading 3

Heading 4

Heading 5
Heading 6

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quote

Ordered list

  1. Item 1
  2. Item 2
  3. Item 3

Superscript

Unordered list

  • Item A
  • Item B
  • Item C

Text link

Bold text

Emphasis

Subscript

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

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