Reno, NV
Andrea Nolan
My name is Andrea Nolan, and I have served as a financial advisor to families and businesses since 1998. I began my career at Merrill Lynch and in 2008 I joined Ancora West to help build their wealth advisory practice. I work with high-net-worth and ultra-high-net-worth clients from all walks of life to help create portfolios that last a lifetime. I cultivate relationships with a “client-first” approach, centered on consistent communication and education about the decisions that impact their financial futures. It goes without saying that confidentiality is paramount, but I happen to take pride in building that trust.
Andrea
’s team
Savvy Investment Team
Kyra Luu
Kyra Luu is a dedicated Client Services Associate at Savvy Wealth, bringing 11 years of experience in banking and financial services, with five years specifically in wealth management. Beginning her career at Ameriprise as an Investment Service Specialist, Kyra has cultivated a deep expertise in operations, leveraging her comprehensive understanding of the industry to navigate challenges with adaptability and insight.
Kyra supports advisors by serving as their primary point of contact for client servicing, ensuring seamless operations through her meticulous handling of day-to-day tasks like money movements, account openings, and maintenance. Her problem-solving mindset drives her to tackle any challenge, ensuring advisors have the support they need to thrive.
Tanya Bustillos
Tanya is a Senior Operations Manager for Universal Value Advisors. As a loyal employee of nearly 10 years, Tanya is responsible for processing accounts, office management, and fulfilling client requests. Working so intimately with clients, she has enjoyed learning from them both professionally and personally. Beyond finance, her career has traversed many fields, which allowed Tanya to adapt quickly to new industries and make an impact.
Tanya holds of Bachelor’s Degree in Sociology from Sonoma State University.
Ancora West Advisors, LLC dba Universal Value Advisors (“UVA”) is an investment advisor firm registered with the Securities and Exchange Commission. Savvy Advisors, Inc. (“Savvy Advisors”) is also an investment advisor firm registered with the SEC. UVA and Savvy are not affiliated or related.
My goal is to help clients grow their portfolios and to make sure my clients feel comfortable and educated about their investments.
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How can I help?
TAKE CONTROL OF YOUR FINANCIAL FUTURE
Financial Planning & Analysis
Personalized wealth management is designed to help our clients protect their assets. We use a holistic approach to financial planning that integrates tax strategy, trust & estate planning, and risk management.
MANAGING YOUR RISK
Risk Management
Identify and address potential risks to help protect your assets in an ever-changing market landscape.
STRIVING TO MINIMIZE YOUR TAX BURDEN
Tax optimization
We aim to take the ambiguity out of tax planning by utilizing tax-reducing strategies that encompass your overall tax liability. We do it by putting together a game plan that is specific to your needs.
Published Content
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Get to know
Andrea
Andrea Nolan loves elevating people. As a former collegiate basketball player at Cal Berkley and UNLV, she was no stranger to effectively communicating in high-pressure situations and coming through for her team members. As a financial advisor for 27 years, she’s held the same standard of communication and coming through for her clients.
Her areas of expertise include portfolio management, tax optimization, and business development. Through each area and interaction, Andrea is keen on making the client experience less stressful and complicated. She wants all of her clients to feel comfortable and educated about their investments.
Beyond her financial interests, Andrea is an avid golfer and tennis player. If you’ve been on a video call with Andrea, you may also catch a glimpse of her two adorable cats, “Chai” and “Charlie.”
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How did you become a financial advisor?
Before becoming a financial advisor, I played collegiate basketball at Cal Berkley and UNLV. With aspirations to go into sports management, I got to know people in the community through the UNLV Athletics Department. Then, through a local connection, I ended up at Merril Lynch in a two-year training program that launched my career as a financial advisor. Since then, my financial career has spanned 27 years.
What types of clients do you work with?
I work with high-net-worth and ultra-high-net-worth clients from all walks of life. My clients range across industries and have obtained their wealth in various ways. I’m focused on helping them retain their wealth and target growth opportunities, in line with their unique needs and goals.
What areas of expertise do you have?
I have experience in the areas of portfolio management, tax-saving strategies, and business development. For portfolio management, our team leverages a proprietary algorithm that helps us sift through quantitative investment data and help pinpoint the most undervalued opportunities in the market. We use this data to inform our decisions on which investments might be right for our clients and then make recommendations. On the tax side, I’m big on helping clients actively manage their taxes on a daily basis, where many advisors may just focus on it at one critical time during the year.
What kinds of strategies do you help clients with?
My strategies are based on macroeconomics and fundamental analysis, which help form my investment recommendations to my clients. I also help clients with tax-saving strategies that go beyond the one-time-a-year check-in on taxes done by most financial advisors. I also help clients with risk management strategies since a key component of managing assets is understanding their risk tolerance and aiming to balance that risk and reward when the markets are down.
What is your favorite part of working with clients?
My two favorite parts of working with clients are building trusted relationships and helping them achieve financial goals.
What is it like partnering with Savvy?
Savvy provides an easy experience where it’s quick and easy to look for information. It’s especially useful when I work in tandem with CPAs and estate planning attorneys.
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Ancora West Advisors, LLC dba Universal Value Advisors (“UVA”) is an investment advisor firm registered with the Securities and Exchange Commission. Savvy Advisors, Inc. (“Savvy Advisors”) is also an investment advisor firm registered with the SEC. UVA and Savvy are not affiliated or related.
Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials or endorsements provided herein, by advisers. However advisors may have an indirect financial incentive to provide testimonials.