Nayelin Menendez

Nayelin Menendez
Financial Consultant Truist Investment Services, Inc.
The Williams-Knust Group of Truist Investment Services, Inc.

401 E Jackson St

19th Floor,

Tampa, FL 33602-5209

About me

Background

Nayelin Menendez is a Financial Consultant and works on a team of two Senior Financial Advisors whom specialize in working with Business Owners, their families, and individuals in providing a holistic approach to financial planning by focusing on asset management and incorporating tax-sensitive investment strategies while providing advice and guidance regarding estate planning. 

Nayelin puts a high priority on service and availability to deliver the highest-level of service to her clients and provide timely responses. She is passionate about getting to know her clients and their families to ensure their comfortability with her team and strives to understand the clients’ personal, financial, and legacy goals. She is also the Next Generation Education Associate on her team. She has many years of experience working with children and enjoys providing financial literacy educational series to her clients’ children and grandchildren whom are interested in expanding their knowledge. 

Nayelin graduated from the University of Florida in hopes of becoming a Financial Advisor and joined a competitive program with SunTrust (now Truist) post-graduation prior to joining her current team. During the program, she achieved the SIE, Series 7, Series 66, Life & Health and Variable Annuities licenses and is now working towards earning her CERTIFIED FINANCIAL PLANNERTM designation. 

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Business Administration - Finance; Psychology
University of Florida 2014 2018

Personal Interests

Outside of office hours, Nayelin values serving her community. She volunteers with Think Big for Kids as an opportunity to empower and share her experiences and mentor children in the community whom can relate to her. She is passionate about traveling, learning about other cultures, and connecting with new people. She thrives on being in nature, going on hikes, and spending time with her family, long-time friends, and her 14-year old dachshund/yorkie mix.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

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