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Rene N
CFP®, Series 63, Series 65
Henderson, NV
Urban Wealth Management or UWM
Rene Nourse is a CFP® with 44 years of industry experience, currently serving as a financial advisor at Urban Wealth Management (UWM) in Henderson, NV. His prior work includes roles at Trutoro/Veritas and Purshe Kaplan Sterling Investments. He also serves as Managing Director of UWM Insurance Services, where he offers fixed insurance products to clients. Urban Wealth Management provides discretionary investment management and financial planning to individuals, businesses, trusts, and charitable organizations. The firm’s three-advisor team manages approximately $212.5 million for about 275 clients, using a core-and-satellite strategic asset allocation approach and integrating financial planning into ongoing advisory relationships for clients with $1 million or more in assets.
Julia S
Series 66
Baltimore, MD
Urban Wealth Management or UWM
Julia Seroskie is a financial advisor at Urban Wealth Management with 18 years of industry experience. She holds a Series 66 designation and previously worked at MML Investors Services Inc. and MassMutual for 17 years. Urban Wealth Management is a fee-based advisory firm serving individuals, high-net-worth clients, businesses, and charitable organizations. The firm combines discretionary investment management with comprehensive financial planning, using a core-and-satellite investment approach and integrating client education through structured coaching programs.
April C
Series 66
Henderson, NV
Urban Wealth Management or UWM
April Charles is a financial advisor at Urban Wealth Management (UWM) with 25 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Veritas Independent Partners and Purshe Kaplan Sterling Investments. April has been with Urban Wealth Management Group LLC since 2017. Urban Wealth Management provides discretionary investment management and financial planning to individuals, businesses, trusts, and charitable organizations. The firm serves a mix of individual and high-net-worth clients using a team-based model and a core-and-satellite investment approach with integrated financial planning for clients with $1 million or more in assets.
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