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. Nirali has been recognized as a 2024 Virginia Business Forty under 40 honoree, 2023 CoVaBIZ Next Gen honoree and 2023 Inside Business Top Forty Under 40 award recipient. Nirali is a graduate of the Hampton Roads Chamber of Commerce LEAD757 Class of 2022, and she is a member of 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 currently serves as Chair of the Board of Directors for Horizons Hampton Roads and Secretary of the Board of Directors for Youth Justice Center. She is a United Way of South Hampton Roads Women United member and formerly served on the Young Professionals Board for Special Olympics Virginia*.
Nirali currently resides in Virginia Beach with her husband, two children and goldendoodle.
2023 CoVa BIZ NextGen Awards: 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.
2023 Inside Business Top Forty Under 40 Award: 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.
2024 Virginia Business 40 under 40: The Virginia Business 40 under 40 Awards are presented to select professionals under 40 years old, who are employed in the state of Virginia. Winners are recognized based on their professional accomplishments, community service and commitment to inspiring change. Over 200 nominees were considered and 40 were recognized. The nominations were vetted by a panel of judges, including editors at Virginia Business. This ranking is based upon the period from 1/1/2024 to 12/31/2024 and was released on 3/3/2025. This ranking is not based in any way on the individual's abilities in regard to providing investment advice or management. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Virginia Business is not affiliated with Raymond James.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.