Background
Nayelin Menendez is a Wealth Advisor Associate whose focus is bringing her client’s peace of mind by leading with listening and delivering the highest-level of service while assisting them with financial well-being throughout their life journey. Nayelin partners with Wealth Advisor, Ernie Hartlieb. She enjoys earning her clients’ business by building long-lasting connections and advocating on behalf of them and their families, while aiming to provide a holistic perspective to their financial and personal goals. Nayelin serves a select number of clients and employs a team approach in her financial planning by assembling a team of credentialed specialists tailored to her clients’ specific goals, needs and wants.
Nayelin puts an emphasis on working with business owners as she comes from a family of hard-workers and as a first-generation American and daughter to a business owner, she admires and understands the discipline and vigilance that is required to build wealth as an entrepreneur. She is extremely proud of her Hispanic heritage and hopes to be an advocate for the Latin/Hispanic community as well as the advisor to assist them in reaching their financial dreams. Nayelin’s goal is to treat her clients with the same care and concern that she would for her own family.
Nayelin achieved her Associate of Arts degree with honors while in High School. She then, furthered her education at the University of Florida where she achieved a Bachelor’s of Science in both Finance and Psychology. Nayelin holds the SIE, Series 7, Series 66, Life and Health & Variable Annuities licenses and is working towards achieving the CFP.
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
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Personal Interests
Nayelin values serving her community by sharing her experiences, empowering and mentoring children in the community whom can relate to her. She is passionate about traveling, learning about other cultures, and connecting with new people. She comes from a big family and enjoys spending quality time with them and her close friends. Nayelin thrives on being in nature, going on hikes, and being an aunt to her niece and nephew.