Nirali Trovato, CFP®, CEPA®, is a Senior Vice President at Towne Wealth Management and a Financial Advisor at Raymond James, where they focus on serving multigenerational families, high-net-worth individuals, and business owners. Since starting their career in 2013, Nirali has developed expertise in estate and tax planning, wealth transfer, and retirement planning. They graduated from George Mason University with a Bachelor of Science in Biology and hold the professional designations of CERTIFIED FINANCIAL PLANNER® and Certified Exit Planning Advisor. Prior experience includes financial advisory roles at Cary Street Partners and client service positions at Waypoint Advisors and The Foleck Center.
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