Nela Diaz
Assistant Vice President, Client Service
As AVP, Client Service in Wealthspire’s Red Bank office, Nela supports clients and their advisors with account openings, money movement, record maintenance, and other day-to-day service needs. Drawing on her background in accounting, operations, and client service, she brings organization, attention to detail, and a solutions-focused approach to each relationship, particularly when clients are navigating significant financial or life transitions. Prior to joining Wealthspire, Nela held leadership, client service, and accounting roles with RoundAngle Advisors, Hudson Wealth Management, Expaticore Services, Bernstein & Bernstein CPAs, and Bilco Wire Rope & Supply Corp. Her experience gives her a strong understanding of both the financial and personal considerations involved in complex client relationships. She has a particular interest in supporting widowed and divorced clients, helping them navigate sudden transitions with greater clarity and confidence. Nela earned a Bachelor of Science in Accounting from Kean University. She lives in Eatontown, New Jersey, with her husband and son.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
