Nayelin Menendez

Nayelin Menendez
Assistant Vice President Wealth Advisor Associate Truist Bank

401 East Jackson Street

Tampa, FL 33602-5209

About me

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.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Finance, B.S.
University of Florida 2018
Psychology, B.S.
University of Florida 2018

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.

Specialties

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • 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.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

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

Locations

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