Mission Wealth is delighted to announce five named Partners of the firm for 2024, effective January 1. Brandon Baiamonte, Nicole Madosik, Jessica Mora, Emil Nazaretyan, and Jessica Neves have left an indelible mark on the firm through their remarkable contributions to client and employee retention, innovative merger and investment opportunities, and driving overall firm growth.
The recent promotions in various roles represent Mission Wealth’s commitment to developing future financial leaders and confidence in our career pathways as we strengthen our position in key growth markets. The newly appointed Partners bring the total number of the partnership at Mission Wealth to 36 professionals. Their collective expertise and dedication solidify our firm’s position as a leader in wealth management and advisory services.
“We are thrilled to welcome Brandon, Nicole, Jessica, Emil, and Jessica to our partner group,” said Mission Wealth President Dannell Stuart. “During their respective tenures at the firm, they have each demonstrated an unparalleled commitment to outstanding professionalism. Their commitment, adaptability, caring attitude, and growth-mindset have benefitted the firm in immeasurable ways. We are so thankful to have Mission Wealth be their forever home.”
Meet the 2024 Partners
For a deeper insight into the pivotal roles of these newly appointed Partners, and to discover how they further enhance Mission Wealth’s services and client experience, please click on their names below.
Partner and Director of Tax Strategy
As the Director of Tax Strategy at Mission Wealth, Brandon Baiamonte leads the tax department in developing and implementing effective tax solutions for clients across the country. His extensive experience and knowledge in tax planning helps clients achieve their financial goals. Brandon researches tax strategies and collaborates with wealth advisors on implementation. With his dedication and expertise, Brandon helps clients optimize their financial plans through tax-efficient solutions.
Partner and Director of Mergers & Integrations
As the Director of Mergers and Integrations at Mission Wealth, Nicole Madosik is committed to delivering an excellent experience and fulfilling the promises for firms and advisors who join Mission Wealth by way of merger. Nicole expertly guides merger partners through the process of discovery, collaboration, decision making, and integration. Her passion for providing exceptional service and support is rooted in the knowledge that she’s helping top-tier advisors and their teams gain confidence in making one of the most significant decisions of their professional lives.
Partner and Senior Wealth Advisor
Jessica Mora, Senior Wealth Advisor at Mission Wealth, is committed to delivering tailored financial planning, asset protection, and tax planning solutions to individuals and businesses between New York City and Los Angeles, California. She takes pride in providing a personalized approach to wealth management, taking the time to understand her clients’ unique financial situations and goals. With her extensive expertise in navigating the complexities of the financial world, Jessica offers customized solutions that meet the needs of her clients.
Partner and Director of Investments
As the Director of Investments at Mission Wealth, Emil Nazaretyan oversees key aspects of the firm’s investment operations, including trading, investment research, and portfolio performance analysis. With a deep understanding of the financial markets, Emil brings a wealth of expertise to his role, helping to guide the firm’s investment decisions and strategies. His dedication to delivering exceptional results and providing top-notch service to clients has earned him a reputation as a skilled and reliable investment professional.
Partner and Director of Human Resources
As the Director of Human Resources at Mission Wealth, Jessica Neves is responsible for leading the People functions of the firm, which include HR Strategy, Benefits, Compensation, Performance Management, Compliance, Recruiting, and Onboarding. Her team is dedicated to developing and implementing policies that align with the company’s mission while ensuring compliance and promoting a positive workplace culture.
Mission Wealth Continues as 100% Employee-Owned
“We extend our heartfelt congratulations to our newly appointed partners. These promotions are incredibly well deserved. Thanks to the generosity of our cofounders Seth Streeter and Brad Stark, Mission Wealth remains uniquely committed to remaining 100% employee-owned and to being a firm of permanence.” Matthew Adams, CEO of Mission Wealth.
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Guidance For Your Full Financial Journey
Through our comprehensive platform and expertise, Mission Wealth can guide you through all of life's events, including retirement, investment planning, family planning, and more. You will face many financial decisions. Let us guide you through your options and create a plan.
Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. We are fiduciaries, and our holistic planning process provides clarity and confidence. For more information on Mission Wealth, please visit missionwealth.com.
To schedule a meeting with a Mission Wealth financial advisor, contact us today at (805) 882-2360.
Mission Wealth is a Registered Investment Advisor. This commentary reflects the personal opinions, viewpoints, and analyses of the Mission Wealth employees providing such comments. It should not be regarded as a description of advisory services provided by Mission Wealth or performance returns of any Mission Wealth client. The views reflected in the commentary are subject to change at any time without notice. Nothing in this commentary constitutes investment advice, performance data, or any recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Mission Wealth manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.
MISSION WEALTH IS A REGISTERED INVESTMENT ADVISOR. ALL RIGHTS RESERVED. 00563920 01/24
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