Nelrae Pasha Ali, CFP, CRPC, RICP
Managing Principal
Senior Financial Advisor
Background and experience
Nelrae Pasha Ali is a dedicated professional Senior Financial Advisor who has spent over 20 years in the financial industry helping clients pursue their goals and financial objectives through thoughtful customized planning. As a Financial Advisor and CERTIFIED FINANCIAL PLANNERTM, Nelrae specializes in catering to the unique needs of High Net-Worth individuals, families, and business clients. She provides robust strategies designed to help her clients meet their long and short-term financial needs.
Nelrae offers specialized help with and access to retirement and insurance planning, investment planning and corporate needs, such as 401k and pensions plans. As a Wells Fargo Advisors Financial Network Financial Advisor, I can provide access to Wells Fargo affiliate products and services such as Wealth Planning, Private Banking, Trust Services, and Insurance as well as various customized and more traditional lending products. Nelrae’ s approach to wealth management is consultative, objective, and committed to excellence.
Nelrae graduated from Georgia Tech with a Bachelor of Science in Management with a concentration in Economics and Finance. She also holds the CFP® certification awarded by the Certified Financial Planners Board of Standards, Inc. as well as a Chartered Retirement Planning CounselorTM CRPC® accreditation from the College for Financial Planning and the Retirement Income Certified Professional® designation, RICP® from The American College of Financial Services. Nelrae has also earned the accolades of Wells Fargo Advisors Financial Network Platinum Council* distinction from 2013 -2023.
Nelrae has been recognized as one of 2023 Forbes Top Women Wealth Advisors Best-In-State, 2023 Forbes Best-In-State Wealth Advisors as well as 2020-2023 Forbes Top Women Wealth Advisors. Nelrae has also been listed as one of Working Mother Magazine’s Top Wealth Advisor Moms from 2018-2021. She was a featured speaker at the 2022 Barron’s Team Summit, 2019 Barron’s Women Summit, and 2018 Barron’s Advisor 100 Summit. Nelrae previously held the position of Wealth Management Advisor at Merrill Lynch. Nelrae is a 6-time NCAA ALL AMERICAN in Track and Field and earned a Bronze Medal in the 1995 World Indoor Championship in Barcelona, Spain. She remains an active runner and health enthusiast. She participates in 5Ks and 10Ks throughout North Florida and has earned her black belt in UPKUDO Martial Arts.
Away from the office
In addition to helping her clients pursue their wealth and financial goals, Nelrae makes time to be a part of the Northeast Florida community. Nelrae serves on the Board of Trustees for Wolfson’s Children Hospital, as well as the Board of Trustees for the YIELD Foundation, Inc. The Foundation is a non-for-profit organization that
helps inner city children of North Florida work toward higher education and builds positive self-esteem as they prepare for college and their future. Nelrae is also a member of Leadership Jacksonville Class of 2022. She volunteers with the American Heart Association as a Woman of Impact for GoRed Women campaign. She
contributes to the Red Cross, Susan G. Komen foundation, American Lung Association, and United Way. She is an active member in the PTA, has volunteered with Teach for America and as a math tutor within the YIELD Foundation summer camp programs. Nelrae and her husband reside in the North Florida community and are the proud parents of four beautiful and bright sons.
Nelrae Pasha Ali is a dedicated professional Senior Financial Advisor who has spent over 20 years in the financial industry helping clients pursue their goals and financial objectives through thoughtful customized planning. As a Financial Advisor and CERTIFIED FINANCIAL PLANNERTM, Nelrae specializes in catering to the unique needs of High Net-Worth individuals, families, and business clients. She provides robust strategies designed to help her clients meet their long and short-term financial needs.
Nelrae offers specialized help with and access to retirement and insurance planning, investment planning and corporate needs, such as 401k and pensions plans. As a Wells Fargo Advisors Financial Network Financial Advisor, I can provide access to Wells Fargo affiliate products and services such as Wealth Planning, Private Banking, Trust Services, and Insurance as well as various customized and more traditional lending products. Nelrae’ s approach to wealth management is consultative, objective, and committed to excellence.
Nelrae graduated from Georgia Tech with a Bachelor of Science in Management with a concentration in Economics and Finance. She also holds the CFP® certification awarded by the Certified Financial Planners Board of Standards, Inc. as well as a Chartered Retirement Planning CounselorTM CRPC® accreditation from the College for Financial Planning and the Retirement Income Certified Professional® designation, RICP® from The American College of Financial Services. Nelrae has also earned the accolades of Wells Fargo Advisors Financial Network Platinum Council* distinction from 2013 -2023.
Nelrae has been recognized as one of 2023 Forbes Top Women Wealth Advisors Best-In-State, 2023 Forbes Best-In-State Wealth Advisors as well as 2020-2023 Forbes Top Women Wealth Advisors. Nelrae has also been listed as one of Working Mother Magazine’s Top Wealth Advisor Moms from 2018-2021. She was a featured speaker at the 2022 Barron’s Team Summit, 2019 Barron’s Women Summit, and 2018 Barron’s Advisor 100 Summit. Nelrae previously held the position of Wealth Management Advisor at Merrill Lynch. Nelrae is a 6-time NCAA ALL AMERICAN in Track and Field and earned a Bronze Medal in the 1995 World Indoor Championship in Barcelona, Spain. She remains an active runner and health enthusiast. She participates in 5Ks and 10Ks throughout North Florida and has earned her black belt in UPKUDO Martial Arts.
Away from the office
In addition to helping her clients pursue their wealth and financial goals, Nelrae makes time to be a part of the Northeast Florida community. Nelrae serves on the Board of Trustees for Wolfson’s Children Hospital, as well as the Board of Trustees for the YIELD Foundation, Inc. The Foundation is a non-for-profit organization that
helps inner city children of North Florida work toward higher education and builds positive self-esteem as they prepare for college and their future. Nelrae is also a member of Leadership Jacksonville Class of 2022. She volunteers with the American Heart Association as a Woman of Impact for GoRed Women campaign. She
contributes to the Red Cross, Susan G. Komen foundation, American Lung Association, and United Way. She is an active member in the PTA, has volunteered with Teach for America and as a math tutor within the YIELD Foundation summer camp programs. Nelrae and her husband reside in the North Florida community and are the proud parents of four beautiful and bright sons.