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

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