user avatar

Nabil Shurafa

Advisor at UBS Financial Services — Grosse Pointe Farms, MI

Updated today

Credentials

CFA®, Series 66

Experience

9 years

Location

Gross Pointe Farms, MI

UBS Financial Services logo

UBS Financial Services

Institution

Total advisors

9,338

Across 996 offices

Clients per advisor

117 High

Avg AUM per client

$693,691 High

HNW client ratio

78% Very High

About

Nabil Shurafa is a CFA® charterholder and holds a Series 66 license with nine years of industry experience. He is currently with UBS Financial Services, where he has worked since 2021. His prior roles include positions at Bank of America, Merrill, and Hantz Financial. Outside of his advisory work, Shurafa volunteers with the SIFMA Foundation teaching children about financial concepts and investing, and he serves on the board of directors for Friends of Detroit Rowing, a charitable foundation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with tailored financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of solutions including discretionary management, fee-based planning, and distribution of alternative investment products.

Client services

Based on UBS Financial Services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Security ratings or pricing

Expertise

Based on UBS Financial Services

General retirement planning Cash flow / budgeting Equity compensation tax strategy

Occupation focus

Based on UBS Financial Services

Executive Founder/Business Owner

Demographic focus

Based on UBS Financial Services

Mid-Career Professionals Approaching retirement

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Commissions

Commissions for securities transactions, including equities, mutual funds, ETFs, and insurance products

Other

Minimum fee: General range $500 to $50,000, typically $1,000 to $10,000; fees greater than $50,000 and up to $100,000 may be permitted for complex situations

Location

See office

Grosse Pointe Farms, MI

Grosse Pointe Farms MI

Advisors at this office

1

Most active in

California · Florida · Maine · Michigan · New Jersey · New York · Texas

Work history

9 years of industry experience

UBS Financial Services

2021 - Present • 5 years

Detroit, ME

BANK of AMERICA, N.A.

2020 - Present • 6 years

Grosse Pointe, MI

Merrill

2020 - 2021 • 1 year

Grosse Pointe, MI

Hantz Financial

2017 - 2020 • 3 years

Southfield, MI

Rorak Restaurant Group, Inc

2016 - 2017 • 1 year

Southfield, MI

Maire Group, LLC

2013 - 2017 • 4 years

Grosse Pointe, MI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Amanda N

Series 63, Series 65

Sterling Heights, MI

LPL Financial

Amanda Nowinski is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 12 years of industry experience. She has held roles at Christian Financial Credit Union and CUSO Financial Services, LP over the past decade. Outside of her advisory work, she serves as a notary and performs financial institution duties at Christian Financial Credit Union. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and a large network of investment adviser representatives.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

John C

Series 63, Series 65

Grosse Pointe Farms, MI

Conway Asset Management, Inc.

John Conway is the principal advisor at Conway Asset Management, Inc. in Grosse Pointe Farms, MI, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Conway Asset Management since 1988. Conway Asset Management is an independent, state-registered advisory firm that provides discretionary portfolio management and limited hourly investment counseling to individuals, retirement plans, trusts, estates, and charitable organizations. The firm employs a fundamental investment approach focused on companies with strong growth and conservative balance sheets, managing accounts across equities, inflation hedges, fixed income, and cash equivalents.

Active portfolio management Options & derivatives strategies Concentrated stock management
user avatar

Frank C

Series 65

Detroit, MI

Jamerson-Crosby Investment Advisors LLC

Frank Crosby is a Series 65-licensed financial advisor with Jamerson-Crosby Investment Advisors LLC in Detroit, MI, bringing 12 years of industry experience. He concurrently works as a full-time research scientist at the U.S. Department of Defense's Naval Surface Warfare Center in Panama City, Florida. Jamerson-Crosby Investment Advisors LLC offers investment advisory and portfolio management services to individuals, trusts, estates, charitable organizations, foundations, and endowments. The firm employs a quantitative and economic analysis-driven investment process, combining long-term asset allocation with ongoing monitoring and rebalancing, and provides free services to nonprofit charitable organizations.

Active portfolio management Options & derivatives strategies
user avatar

David R

CFP®, Series 66

Grosse Pointe Shores, MI

Tetra Wealth Management

David Rakecky is a CFP® with three years of industry experience, currently serving as the sole advisor at Tetra Wealth Management in Grosse Pointe Shores, MI. His background includes roles at Raymond James & Associates and Rocket Mortgage, as well as leadership in affiliated businesses such as Tetra Insurance Agency LLC, Tetra Tax LLC, and Tetra Home Loans. Tetra Wealth Management serves individuals, families, and employers seeking retirement-plan advice through discretionary portfolio management and integrated financial planning. The firm distinguishes itself by offering a suite of affiliated businesses—including mortgage origination, insurance, and tax preparation—with specific disclosures and safeguards for referral and joint engagements.

Retirement income strategy Income planning General retirement planning Options & derivatives strategies Founder/Business Owner
user avatar

Anita P

CFA®

Warren, MI

Weil Enterprises, Inc.

Anita Prasky is a CFA® charterholder with 15 years of industry experience and serves as the sole advisor at Weil Enterprises, Inc., where she has worked since 1981. Weil Enterprises provides tailored investment advice and portfolio management to individuals, high-net-worth individuals, and corporate clients. The firm emphasizes fundamental analysis and a long-term investment approach, managing accounts on a non-discretionary basis with a focus on low turnover, tax considerations, and minimizing brokerage costs.

Active portfolio management Tax-loss harvesting
user avatar

Raphael H

Series 63, Series 65

Troy, MI

Association Financial Services, LLC

Raphael Hofmann is a financial advisor at Association Financial Services, LLC with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Capital Analysts, LLC and Lincoln Investment Planning, Inc. Outside of his advisory role, Hofmann is a managing member of a firearms retail and manufacturing business and serves as a public notary. Association Financial Services primarily serves individual and small business clients with retirement, education, investment, and insurance planning. The firm offers discretionary portfolio management combined with financial consulting, incorporating both securities and non‑security investments such as fixed and fixed‑indexed annuities, and conducts educational workshops for clients.

Annuities Social Security optimization
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)