Nayelin Menendez

Nayelin Menendez
Assistant Vice President Wealth Advisor Associate Truist Bank

401 E Jackson St

20th Floor,

Tampa, FL 33602-5209

About me

Background

Nayelin Menendez is a Wealth Advisor Associate whose focus is ensuring high-net-worth clients receive the level of service they deserve and assist them with financial well-being throughout their journey of life. She relishes earning her clients’ business by building long-lasting connections and advocating on behalf of her clients, while aiming to provide a holistic perspective to their financial and personal goals. 

Nayelin also puts an emphasis on working with business owners as she comes from a family of hard workers and as a first-generation American, she admires and understands the discipline and vigilance that is required to build wealth as an entrepreneur. Nayelin employs a team approach in her financial planning by assembling a team of specialists tailored to her clients’ specific goals, needs and wants. Being available and delivering the highest-level of service is of the utmost importance to Nayelin. 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. Simply put, Nayelin treats her clients the way she would want herself, or more importantly her parents, to be treated by an advisor. 

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

Business Administration - Finance; Psychology
University of Florida 2014 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 full of unconditional love and support 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

  • 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

  • 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

To
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