EPISODE · Apr 12, 2021 · 29 MIN
Natalie Fernandez Lee, Meridian Wealth Management
from The Business of... podcast by the Tucson Metro Chamber · host The Business of... Tucson Metro Chamber's podcast
Amber Smith chats with Natalie Fernandez Lee, Partner & Wealth Management Advisor at Meridian Wealth Management, about fiduciary standards, Meridian’s diverse team and clientele, the fear and greed associated with investing, and their Young Investors Program. Natalie joined the team in spring 2020 after spearheading the opening of our Tucson office as a new partner of Meridian Wealth Management. Natalie brings more than 23 years of experience in the Financial Services Industry to the company and her clients. She studied education at the University of Arizona but found passion in the business world while working at Arizona Bank during her college years. After 10 years of developing her career with Compass Brokerage, she entered a partnership with her father, Ruben Fernandez in 2007.
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Natalie Fernandez Lee, Meridian Wealth Management
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