Nerissa Sam
Revolutionizing Wealth & Business Strategy | Real Estate Investor | Tax Planning Consultant | Founder of Thrive Wealth Academy | AI-Driven Educator Empowering Women to Build Bold Legacies
- Role
- Strategic Wealth Consultant Business Advisor at Anderson Advisors at Anderson Business Advisors
- Location
- Las Vegas, NV, US
- LinkedIn followers
- 500 followers
About Nerissa Sam
Strategic financial advisor and educator specializing in tax optimization, entity…
Experience
Strategic Wealth Consultant Business Advisor at Anderson Advisors
Feb 2023 — Present · Las Vegas, NV, US
Led a portfolio of high-net-worth clients, delivering tailored financial strategies that combined advanced tax planning, entity structuring, and compliance oversight—resulting in average client liability reduction of 27% year-over-year.• Generated over $2.4M in revenue through consultative selling, consistently exceeding quarterly targets by upselling LLC layering packages, cross-selling audit protection plans, and introducing personalized tax mitigation roadmaps.• Developed and implemented custom solutions such as entity layering for risk management, multi-state LLC compliance optimization, and trust integration strategies that improved both audit resilience and asset protection.• Built long-term relationships with executive-level clients across real estate, medical, and venture capital sectors, earning a 92% client retention rate through transparent communication, strategic foresight, and consistent ROI.• Partnered with legal, compliance, and marketing teams to deliver seamless onboarding and upsell pipelines, shortening the client acquisition lifecycle by 30%.• Trained and mentored junior account managers on client stewardship, objection handling, and financial structuring to scale service quality across departments.
Education
S.0184865
Real Estate License, Nevada
University of Nevada-Las Vegas
Bachelor of Business Administration - BBA, Business Administration and Management, General
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