Nazie Saffari has been with Merrill Lynch Wealth Management since 1991 where she has earned national recognition by Forbes for the last six consecutive years (2019 – 2024) as a "Best-in-State Wealth Advisor” (Published annually Jan – April; rankings based on data as of June 30 of prior year). Nazie has also been ranked on the Forbes "Top Women Wealth Advisors" list for four consecutive years from 2019 – 2023 (Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year), and most recently named to the Barron’s “Top 100 Women Financial Advisors” list (Published on July 19, 2024. Data as of March 31, 2024).

In her practice, Nazie focuses on working with high-net-worth individuals and families, helping to navigate the complexities of managing significant wealth. Her consultative approach and depth of experience allows Nazie to deliver sound financial strategies to help her clients reach their financial goals. Open and ongoing communication is key to delivering holistic advice and guidance that seeks to synthesize a client’s investment goals, their values and generational considerations. Nazie’s keen intuition, empathy, and ability to listen influences her daily interactions with her clients. Having suffered the sudden loss of her husband of 26 years, Nazie is especially attuned to the needs of other widows, widowers, and single parents, and how to help navigate the financial road ahead after such a profound loss. This has driven and reinforced Nazie’s goal to help ensure that all of her clients integrate estate planning strategies and life insurance into a comprehensive wealth management plan, as practicable. Outside of her practice, Nazie is a devoted mother of two adult children, ages 23 and 26. In her free time, she is an avid hiker, most notably, having climbed Mt. Kilimanjaro, the highest peak in Africa in 2023. Nazie is also a fitness enthusiast, who has completed two triathlons to raise funds for pediatric cancer research at Children’s Hospital Los Angeles. Her philanthropic endeavors also include the founding of three schools in underserved communities abroad, where she has succeeded in educating, feeding, and clothing over 700 students in the last nine years.

*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.

Data provided by SHOOK^® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year.

Forbes “America’s Top Women Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and should not be considered an endorsement of the advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.

*Source: Barron’s “Top 100 Women Financial Advisors” list. Published on July 19, 2024. Data as of March 31, 2024.

2024 Barron’s “Top 100 Women Financial Advisors” list. Opinions are Barron’s who evaluated advisors with a minimum of seven years financial services experience and employed at their current firm for at least one year. Other quantitative and qualitative measures include assets under management, client satisfaction/retention, regulatory records, internal company documents, return on assets among other data points. Rankings do not reflect any one-client’s experience, future performance or outcome, endorse any advisor and are available for client evaluation only. Compensation was not received from anyone in exchange for rankings for the study. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.

*Merrill Life Agency's California License Number 0522776