CW Advisors
Nelly Xavier is a seasoned finance professional with over 20 years of experience in the investment management industry. Currently serving as Managing Director at CW Advisors since July 2024, Nelly specializes in creating personalized wealth management strategies for entrepreneurs, business owners, and investors through comprehensive services tailored to family objectives. Prior to this role, Nelly held the position of Managing Director at HighVista Strategies, focusing on business development and private client relationships, and served as Senior Vice President at Fiera Capital Inc., leading business development efforts for private clients. Nelly's career began at Smith Barney as an Investment Management Analyst, followed by roles at Evergreen Investments, and Samson Capital Advisors as Marketing Director, where Nelly excelled in client and consultant relationship management. Nelly holds a degree from Loyola University Maryland.
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CW Advisors
CW Advisors (formerly Congress Wealth Management LLC) is a SEC-registered investment management firm, developing innovative wealth solutions for high-net-worth individuals, families, foundations and endowments. Though each of our client’s needs are unique, there are common threads to what they seek from our firm; to protect and grow assets, superior service, and sound, objective advice. We go well beyond the services traditionally associated with wealth management by providing a fully integrated approach to financial planning, investment consulting and management, and specialty services tailored to your needs. We provide our clients with access to a unique blend of seasoned investment professionals employing a collaborative process designed to reach timely, well-reasoned investment decisions. In addition, we provide an unparalleled customer service model designed to ensure a deep understanding of your situation and goals, and awareness of the personal and family/business dynamics that influence financial planning choices. Our goal is to serve as center of service and stability to assist clients with stewarding their wealth, thereby ensuring the preservation and growth of their financial assets. Registration does not imply a certain level of skill or training.