Savvy Ladies Volunteers
Volunteer’s Bio
Nadya joined our team in July 2024, bringing over 14 years of experience in the financial services industry. She earned her graduate degree from Volga State University of Technology in Russia and holds FINRA Series 7, 66, 9, and 10 securities registrations, as well as an insurance license. Beginning her career in 2010, Nadya spent a decade at Morgan Stanley in Chicago, where she excelled as a Business Development Manager and Business Service Manager, following her earlier tenure at Charles Schwab.
An émigré from Russia at age 26, Nadya deeply appreciates the determination and effort involved in wealth creation. She is dedicated to supporting our advisors in simplifying clients' financial lives so clients can focus their energy on the professional and personal pursuits they value most.
Nadya takes the time to develop a nuanced understanding of each client’s specific needs and aspirations. She supports our advisors so they can provide clear, tailored guidance on complex financial issues, working closely with advisors to help clients make informed decisions and pursue financial security.
Nadya works with our advisors as they craft personalized, tax-efficient investment strategies within a comprehensive wealth planning framework, striving to help deliver holistic solutions that address many aspects of clients’ financial lives.
Outside of her professional life, Nadya is passionate about art and dance and has traveled extensively, embracing opportunities to explore new cultures. Her diverse background and global perspective allow her to connect with clients on a personal level, further enhancing her ability to support our advisors.
Areas of Expertise (as specified by volunteer)
Budgeting;Debt Management;Divorce and Money;Family Finances;Health and Money;Investing;Marriage and Money;Retirement;Small Business;Wealth Management
English 
Spanish