Nadia Allaudin is a Managing Director and Private Wealth Manager with Merrill Private Wealth Management in Century City. With more than 26 years of in-depth experience in the financial services industry, Nadia and her partner, Bill focus on empowering women and the LBGTQI+ community to better understand their wealth management needs. They enjoy exploring their clients’ relationship to money and assisting them with their financial concerns.

Having founded the annual Women, Wealth & Wisdom Conference in Los Angeles that brings together hundreds of professional women, Nadia works to foster deeper relationships and participate in discussions with renowned speakers on health/wellness, leadership and spiritual best practices. In appreciation of her efforts, she was awarded the prestigious Bank of America Diversity & Inclusion Recognition award.

Nadia plays an active role in the community through her involvement as a Board Member of the International Refugee Assistance Project, Vital Impacts, MADRE and previously on the Sierra Canyon School Board of Trustees. She completed her yoga teacher training program at Yogaworks and is a certified yoga instructor.

Nadia earned her Bachelor of Science Degree in Business Administration with a dual emphasis in Finance and Business Communication from the Marshall School of Business at the University of Southern California.

Nadia holds the Certified Investment Management Analyst® designation* and has been the recipient of the following distinguished awards:

·         Forbes “Top Women Wealth Advisors Best-in-State” list in 2024, 2023, and 2022. (Published annually in February. Rankings based on data as of Sept 30 of prior year).*
·         Forbes "Best-in-State Wealth Management Teams" list, 2024 and 2023 as a member of the Allaudin/Brahos Group. (Published annually in January. Rankings based on data as of March 31 of prior year).*
·         Forbes “Best-in-State Wealth Advisors” list in 2020, 2021, 2023 (Published annually Jan – April. Rankings based on data as of June 30 of prior year).*
·         Forbes “America’s Top Women Wealth Advisors” list in 2020, 2021 (Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year).*
·         Working Mother/SHOOK Research’s “Top Wealth Advisor Moms” list in 2019, 2020, 2021 (Published annually Sept – Oct. Rankings based on data as of Mar 31 of current year).*

Nadia’s Industry Credentials: Series 3 National Commodity Futures, 7 General Securities Representative, 8 General Securities Supervisor, 66, 31 Futures Managed Funds, FINRA Registrations; Insurance License; Certified Investment Management Analyst® designation.*

*Merrill Life Agency's California License Number 0522776

*The Bank of America Global D&I Award is an internal annual program recognizing individuals who help make Bank of America a diverse and inclusive place to work where all employees have the opportunity to succeed. The employee must have at least six months tenure and be a full- or part-time employee who works 20 or more hours per week.

*Forbes “Top Women Wealth Advisors Best-in-State” 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 www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Forbes “Best-in-State Wealth Management Teams” list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm 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 because client objectives and risk tolerance vary). 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 not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
*Forbes “Best-in-State 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. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

*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 www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

*Working Mother/SHOOK Research’s “Top Wealth Advisor Moms” list. Opinions provided by SHOOK® Research, LLC considered women advisors with children living at home under 21 years of age and is based on telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; 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 rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and do not guarantee investment success or higher level of performance results and not an endorsement of the advisor and should not be considered an endorsement of the advisor. Compensation was not received from anyone for the study. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.