This week on the Wealthing Podcast, Alicia Castillo Holley is joined by Lisa Nelson—financial professional, advisor, and immigrant leader—whose journey from Serbia to New York City reveals how resilience and authenticity can shape a powerful career in finance and beyond.

Lisa traces her path from Merrill Lynch to the fast-paced world of inter-dealer brokerage, sharing how each step honed her adaptability, sharpened her decision-making, and reinforced the value of taking calculated risks. She and Alicia explore what it means to remain true to oneself while navigating competitive environments, and how her early experiences as an immigrant continue to inform her leadership.

They also dive into Lisa's current advisory and board work across disruptive technologies, including her perspective on AI's expanding role in trading and market dynamics. Through these reflections, she highlights her commitment to inspiring others—particularly those forging new paths—by sharing her story and hard-won insights.

From cultural adaptation to technological transformation, this episode underscores the power of courage, curiosity, and mentorship. It invites listeners to imagine what's possible when lived experience, professional expertise, and a global perspective come together.

About Lisa: Lisa Nelson is a strategic operator and advisor known for transforming vision into disciplined, measurable execution. With a career built across financial services—from Wall Street trading floors to executive boardrooms—she has led global transformations, pricing strategies, post-merger integrations, and culture alignment initiatives that consistently drive sustainable growth.

Lisa specializes in helping high-growth companies think like enterprises without sacrificing agility. She partners with founders and CEOs to streamline operations, optimize go-to-market and pricing strategies, and build resilient organizational structures that can scale. As an investor, she focuses on fintech, AI, biotech, and data-driven ventures that challenge conventional thinking and reshape industries.

Deeply curious and mission-driven, Lisa is passionate about the evolving intersections of neuroscience, neurotechnology, longevity, and AI ethics. She is equally committed to fostering communities of exceptional women and elevating innovation that advances both business and society.

Connect with Lisa: https://www.linkedin.com/in/v-lisa-nelson/

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