Nexus Strategic Wealth

Adrian Guzman Pena is a financial advisor at Nexus Strategic Wealth with one year of industry experience. He holds a Series 65 designation and has previously worked at Financial Advocates Investment Management and Type A Financial. Outside of his advisory role, he manages the finances for Guzman Landscape Supply, a business he has been involved with since 2019. Nexus Strategic Wealth offers discretionary portfolio management and financial consulting primarily to families, business owners, and various non-individual entities such as trusts and charitable organizations. The firm emphasizes divorce-resolution services and business-planning support, providing written financial plans alongside managed accounts, and operates with a two-advisor team focused on trusts, estates, and business clients.

Stacee Love Malcolm is a financial advisor at Nexus Strategic Wealth with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with firms including Financial Advocates Investment Management, LPL Financial, and Type A Financial. Nexus Strategic Wealth provides discretionary portfolio management and financial consulting to families, business owners, and various non-individual entities such as trusts, estates, and charitable organizations. The firm focuses on asset allocation, retirement planning, business and estate planning, and divorce-resolution financial analysis, operating with a two-advisor team and emphasizing services for trusts, estates, and business clients.