Natalie Fernandez Lee
President
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 25 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.
Together, Natalie and Ruben have built an investment business with the primary philosophy of diversification and discipline. They share a passion for client-focused financial advising and believe in creating long-term plans centered on building trusted relationships with those they serve. Believing in a holistic approach, a very customized and personal planning process to ensure each of their clients’ needs are considered and included in their plan is utilized. In order to keep the investment process simple, they have implemented several strategies:
· Customized Investment Portfolio (CIP) - A tailored strategy and roadmap that is customized for each client. The CIP stresses diversification, discipline and simplicity in the wealth management process. This program was developed and is owned by the Fernandez Management Team.
· 7 Step Process - focuses on a variety of key areas including but not limited to Portfolio and Risk Analysis, Tax Consideration, Retirement Planning, Insurance, and Estate Planning.
Natalie has developed strong relationships and works closely with other professionals in the community to enhance her clients’ overall financial futures. Many Tucson residents recognize her voice, as she spent 12 years as a co-host of a financial news radio program. She regularly speaks to school-aged children from 8th grade through high school, as well as at the college and university levels, in a commitment to educating Tucson and Southern Arizona in the areas of finance and personal responsibility. Natalie also takes a special interest in dedicating time to empower women to take charge of their financial futures.
She is active in the Tucson community and numerous non-profit organizations, including the American Heart Association, Catholic Foundation for the Diocese of Tucson, Pima Community College Foundation, Banner University Medicine Advisory Council and many others. Natalie is a Tucson native and enjoys spending time with her husband and five children in her spare time. She has always been committed to her family and her community. “Lead by example” is a motto that she embraces to make an impact on the lives and community around her.