Andrea Nolan
Reno, Nevada
Our Team
We think of ourselves as the Benjamin Graham disciples, with nearly 100 years of collective experience helping clients with their financial future. Meet our team driven by discipline and experience, striving to provide you with the most dedicated investment advice possible.
"My goal is to help clients grow their portfolios and to make sure my clients feel comfortable and educated about their investments."
UVA’s Economic Insights Blogs
How can I help?
Financial Planning & Analysis
Risk Management
Tax optimization Â
Monthly recaps on financial markets. Stay in the loop with Andrea.
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.Â
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.Â
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.”Â
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.Â
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.
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.Â
I focus on tax planning and optimization because they are crucial aspects to consider when managing your finances. By strategizing efficient ways to minimize tax liabilities and maximize savings, my clients can plan for the future. Additionally, I also help clients with retirement planning, Investment management, and cash flow planning because they are essential for maintaining a healthy financial balance.
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.Â
Client experience is everything to me. I’m dedicated to making the experience as minimally stressful and complicated as possible. If you’ve met me, you know that I enjoy talking to people from all walks of life. This skill has helped me connect with clients on a deeper level, understand their needs, and be able to support them in achieving their financial goals.Â
My two favorite parts of working with clients are building trusted relationships and helping them achieve financial goals.Â
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. Â
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.
