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Nelly serves as a Financial Advisor for Midland Wealth Management in Joliet, Illinois. She works with individuals and families to provide personalized financial guidance, helping clients develop strategies aligned with their long-term goals.

Nelly brings over a decade of experience in banking, financial services, and client relationship management. Prior to joining Midland, she served as an AVP, Financial Solutions Advisor with Bank of America Merrill Lynch, leading a team of Advisors in the Southwest region, and was a multi-year FSA Council member. Her background includes experience in investment services, business banking, and retirement planning.

Education

  • Bachelor’s degree from Rasmussen College

Certifications

  • Chartered Retirement Planning Counselor℠ (CRPC®) designation
  • FINRA Series 6, 7, 63, and 65 licenses, as well as Securities Industry Essentials (SIE) certification
  • Fluent in Spanish

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Midland States Bank is not a registered broker-dealer and is independent of Raymond James Financial Services Advisors, Inc. and RJFS.

Check the background of these registered investment professionals on FINRA's BrokerCheck

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC.

Raymond James Financial Advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Investments are not insured by the FDIC or any other government agency, are not deposits or obligations of Midland States Bank, are not guaranteed by the Bank or any federal government agency, and are subject to risks, including the possible loss of principal.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Raymond James Legal Disclosures

Raymond James Corporate Privacy Notice

Other Team Members

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Midland Wealth Management is a trade name used by Midland States Bank. Midland Wealth Management and Midland States Bank are not registered broker-dealers and are independent of Raymond James Financial Services Advisors, Inc. and RJFS.

Check the background of these registered investment professionals on FINRA's BrokerCheck.

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC.

Raymond James Financial Advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Investments are not insured by the FDIC or any other government agency, are not deposits or obligations of Midland States Bank, are not guaranteed by the Bank or any federal government agency, and are subject to risks, including the possible loss of principal.

Raymond James corporate Privacy Notice

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