Nelrae Pasha Ali
Senior Financial Advisor
Senior Vice President - Investments
Nelrae 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 PLANNER™, 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 Advisor, I can provide access to Wells Fargo affiliate products and services such as Wealth Planning, Private Banking, Trust and Fiduciary 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 Institute of Technology with a Bachelor of Science in Management with a concentration in Economics and Finance. She has earned the accolades of Wells Fargo Advisors Premier Advisors* designation since 2013. She also holds the CFP® certification awarded by the Certified Financial Planners Board of Standards, Inc. as well as a Chartered Retirement Planning Counselor™ CRPC® accreditation from the College for Financial Planning. Nelrae has been ranked as one of 2020 FORBES Top Women Wealth Advisors, as well as 2019 and 2018 Working Mother Magazine Top Wealth Advisor Mom. She was a featured speaker at the 2019 Barron’s Women Summit, 2018 Barron’s 100 Summit and 2014 Barron’s Advisors Diversity 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 throughout North Florida and has earned her black belt in UPKUDO Martial Arts.
In addition to helping her clients pursue their wealth and financial goals, Nelrae makes time to be a part of the community in Northeast Florida. Along with her husband, she has served on 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. She also 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 for children needing help in the YIELD Foundation summer camp programs. She and her husband reside in the North Florida community and are the proud parents of four beautiful and bright sons.
*The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by three or more of the following: length of service with the firm, completion of educational components, business production and professionalism.
**The Working Mother’s Top Wealth Advisor Moms and Forbes Top Women Wealth Advisors ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion