Experience Makes all the difference

Mr. Nikolas Adell heads up Adell Wealth Management Group. He has been with UBS Financial Services since 2004 and started his career in the Financial Services Industry with major wirehouses in 1998. He is Vice-President Investments and holds Series 3,63,65 & 7 as well as California Life & Health Licenses. Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, appropriate advice and a dedication to developing a long-term relationship.

Nikolas Adell

Senior Vice President - Wealth Management
Portfolio Management Program Financial Advisor
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310-859-5415

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Mr. Nikolas Adell heads up Adell Wealth Management Group. He has been with UBS Financial Services since 2004 and started his career in the Financial Services Industry with major wire houses in 1998. He is Vice-President Investments and holds Series 3,63,65 & 7 as well as California Life & Health Licenses. Outside of the office he enjoys playing golf, skiing,


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Shawna L. Rule

Client Service Associate
310-281-3833

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