Nanette entered the financial services industry 25 years ago in the operations and client service area and has been with Wells Fargo Advisors for 20 years. Prior to joining Erica Espinola, Senior Financial Advisor’s team, she was the branch manager assistant for 10 years. Nanette’s experience working in both sides of the business is a tremendous asset to our team. She defines her role, not only as a troubleshooter for any client concerns, but also as a relationship builder.

Nanette collaborates with our team to establish an atmosphere of trust with our clients, providing detailed, thoughtful answers to questions, solving problems and issues with a calm demeanor, and finding joy in helping others. She regularly communicates with clients about their account transactions, keeps track of monthly, quarterly, and annual distributions, provides education on reading statements and confirmation, and maintains the flow of information between Wells Fargo Advisors, Erica, and her clients. Her commitment to our team and our clients is providing impeccable concierge-level client service, combined with integrity and respect to every client.

She grew up in the Coachella Valley and is married to her high school sweetheart, Jerry and has two sons, Jacob, and Justin. Outside of the office, she and her family enjoy travelling and spending time outdoors together.

Nanette holds a FINRA Series 7 registration as well as an Associates Degree in Liberal Arts from College of the Desert.