Nirali has been serving the financial needs of high-net-worth families since 2013. She strives to develop long-term relationships with her clients with the objective of understanding their goals and providing viable strategies for every element of the wealth management equation. She enjoys spending time with her clients and having meaningful conversations about their future goals. Nirali’s planning-based approach is designed to help you meet current financial needs while working toward future goals; striving to mitigate tax liabilities; thoughtfully address estate planning and help you reach your long-term financial goals. For Nirali, one of the most rewarding aspects of her career is helping her clients leave lasting legacies. Nirali believes that legacies give meaning to the concepts of charity, community and philanthropy and can be a significant component of an overall financial plan. Nirali enjoys multigenerational planning and works closely with the second and third generations to both educate and prepare them for an inheritance of family wealth and values.
Nirali earned the professional designation of CERTIFIED FINANCIAL PLANNER™ in 2020. Prior to joining Raymond James, Nirali was a Financial Advisor with Cary Street Partners for almost ten years. A graduate of George Mason University, Nirali began her career as a Finance Manager at The Foleck Center.
As a Hampton Roads native and current resident, Nirali takes pride in being involved in her local community. She has learned from the region’s most connected and inspiring leaders as a graduate of the Hampton Roads Chamber of Commerce LEAD757 Class of 2022. Nirali is a member of the Hampton Roads Financial Planning Association and the Hampton Roads Estate Planning Council. She serves on the Board of Directors for Horizons Hampton Roads and the Young Professionals Board for Special Olympics Virginia. She has previously served as an Assistant Coach for Boys 12U Flag Football and has held several roles with Seton Youth Shelters, including President of Seton Youth Ambassadors and as a member of the Executive Board of Directors.*
Nirali currently resides in Virginia Beach with her husband, daughter and two Boston Terriers.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.