Nelly Garcia
Assistant Vice President, Senior Financial Advisor
NMLS #1258097
100 Wilshire Boulevard
Santa Monica, CA 90401
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Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  I can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.

Nelly’s financial and civic life has been a profile of consideration and devotion since 2004. Her reputation for caring deeply and sharing financial lessons has attracted a largely referred clientele including successful women and men, entertainers, entrepreneurs, and generations of their families.

Nelly joined Merrill in 2017. Previous to that, she spent eleven years at JPMorgan Chase (including five years at Chase Private Client). Later, she worked at a boutique investment firm for two years.

An enthusiastic “problem solver,” Nelly strives to make things possible, seamless and easier for clients. Implementing her planning approach, she accounts for clients’ values and visions – essentially, what they deem meaningful for themselves and the people they love. She also aims to educate and empower clients to feel confident about making financial decisions.

“Results and relationships matter to me and to clients,” Nelly says, “What do they want for themselves, their families? What motivates them? What do they want for retirement, their enterprise, or their new-found wealth? It feels so good to build effective, real-world strategies for clients, then share their joy when milestones are met.”

“She adds, “I take pride in going deep with clients. By listening, I can understand a client’s comfort with money and what wealth means to them. I tailor my recommendations around a client’s behavior and realities.”

The daughter of a business owner, Nelly was taught the value of doing more than clients might expect. As a result, she sought a career where she could help people and cultivate strong relationships with them.

Nelly holds a Bachelor’s degree in Business from University of Redlands and a place in her heart for serving others. She is Co-director of Programming for the firm’s GL A Chapter of LEAD for Women, which focuses on education, empowerment and professional development for women in Los Angeles. She also volunteers with her high school’s alumni association – to ensure that proud traditions continue, and that scholarships, sports and other student activities receive adequate support from the current administration and community.

Nelly and her husband, Lionell, stay busy with their baby boy, two rescue dogs and enjoy exploring the outdoors with their growing family.

About Me

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Meet Our Professional Staff
Daniel McGhie
Wealth Management Client Associate
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Sara Burns
Wealth Strategies Advisor
Daniel Rouhi
Wealth Management Banking Specialist
Diane Sullivan
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #637492
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Nelly Garcia is registered to do business in AZ, CA, CO, CT, DC, FL, GA, HI, IL, LA, MA, MD, MO, NC, NJ, NM, NV, NY, OH, OK, OR, PA, TN, TX, VA, WA.