Nirali Trovato,

Nirali has been serving the financial needs of multigenerational families, high-net-worth individuals, and business owners since 2013. Her areas of focus include estate and tax planning, business transaction planning, wealth transfer, risk management, charitable planning, and retirement planning.

A graduate of George Mason University, Nirali has earned the professional designations of Certified Financial Planner™ and Certified Exit Planning Advisor (CEPA^®). This knowledge is instrumental to providing her clients with viable strategies for every element of the wealth management equation.

Prior to joining Raymond James, Nirali was with Cary Street Partners (formerly Waypoint Advisors) for almost 10 years. In 2023 Nirali was named as a CoVaBIZ Next Gen award recipient and Inside Business Top Forty Under Forty award recipient. * She is a member of the Hampton Roads Financial Planning Association and the Hampton Roads Estate Planning Council.

As a Hampton Roads native and current resident, Nirali takes pride in being involved in her local community. She serves on the Board of Directors for Horizons Hampton Roads and the Young Professionals Board for Special Olympics Virginia. She is also a member of the Croatan Women’s Club. Nirali is a graduate of the Hampton Roads Chamber of Commerce LEAD757 Class of 2022.

Nirali currently resides in Virginia Beach with her husband, daughter and two Boston Terriers.

CoVa BIZ NextGen Awards 2023: The 2023 CoVa BIZ NextGen Awards recognize established business leaders under the age of 40 who live in and work in Coastal Virginia. In order to be considered, individuals must have a strong record of innovation in their field, outstanding performance in their businesses with a greater emphasis on meaningful community involvement and civic contributions. Winners were selected by a diverse committee consisting of VistaGraphics and two of last year’s winners from different professional backgrounds. Out of almost 70 individual nominations, 25 were selected as winners. This award was based on the period from 5/31/2022 to 5/21/2023 and was released on 9/06/2023. This ranking is not based in any way on the individual's abilities in regards to providing investment advice or management. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. This recognition is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Raymond James is not affiliated with CoVa BIZ Magazine or VistaGraphics.

Inside Business Top Forty Under 40 Award 2023: Each year Inside Business Journal recognizes 40 outstanding professionals under the age of 40 who have built successful careers and who are actively involved in the local Hampton Roads community. Nominees are evaluated on innovation, leadership roles and mentoring, as well as strategies for success with an emphasis placed on their community service including the impact of their volunteer work, their commitment, and the diversity of interests and involvement. A panel of local judges comprised of previous recipients of the award review and score each nominee with the highest scored individuals selected as finalists. In 2023, the 40 winners were selected out of 158 nominees. This ranking is based upon the period from 6/29/2022 – 6/29/2023 and was released on 7/31/2023. This ranking is not based in any way on the individual's abilities in regards to providing investment advice or management. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. This recognition is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Raymond James is not affiliated with Inside Business Journal.