Najla Arekat , MBA
Senior Financial Advisor
Vice President - Investments
Najla Arekat, MBA
Financial Advisor
For nearly 25 years, Najla has leveraged her distinct trading background and deep knowledge of international and domestic markets to empower clients to build, manage, preserve and transfer their wealth. She works with high-net-worth business owners and executives to create strategic custom plans addressing their multi-faceted business and personal lives. Najla deeply values her relationships with clients, who rely on her strategic approach, high level of integrity and exceptional follow through to be the advocate they trust to help them achieve their financial goals.
Najla got her start in the fast-paced world of international trading and quickly learned its ins and outs, from private equity and venture capital deals to the intensity of everyday trading and analysis. In addition to traditional asset management, she specializes in alternative assets, 401K plans and captive insurance. Najla specializes in working with business owners who are preparing or thinking about a business transition or need a succession plan. Najla is respected as a hands-on advisor with a calming presence who helps clients more easily manage complex financial needs and always strives to protect their interests.
Born in San Francisco and raised in Southern California, Najla went to Arizona State and has made her home permanently in Scottsdale since 2006. Najla has three children and stays busy with sports and activities, and they enjoy traveling together. She is a child advocate and is passionate about all causes involving children. Her and her family often volunteer and or support Feed My Starving Children, Make-A-Wish® Arizona and Southwest Autism Research & Resource Center, and mentors with the Women in Philanthropy group at her alma mater. Najla recently joined the Arizona Foster Care Review Board, working to make a direct impact on the lives of children who have been uprooted from their family of origin. Najla is fluent in Arabic. She enjoys entertaining friends and family and fueling her passion for interior design while helping her brother design and flip houses.
Education:
Arizona State University, B.A., Business minor
University of Phoenix, MBA
Professional:
JP Morgan Chase 2006-2012
ADL Global Capital 2012-2016
BBVA Compass 2016-2019 Wells Fargo Advisors 2019–present
Resident State AZ
CA Insurance License #0M95291