Tucson, AZ Office
5210 E. Williams Center, Suite 820, Tucson, AZ 85711 | Office Phone: 520.719.1433 | Office Fax: 520.719.1436
Meet the tucson team
The West Coast Division of Meridian was opened by father-daughter team, Natalie Fernandez Lee and Ruben Fernandez in early 2020. With over 75 years combined experience in the industry, the Fernandez Team has always prioritized developing trusted relationships and providing for the financial futures of their clients, which include individuals, families, small businesses and corporations, nonprofits and foundations. As the Tucson office has grown, new advisors and staff share this same vision and focus.
As longtime Tucsonans, the team at Meridian has a personal and professional goal of ensuring they give back to Tucson as much as this city has given to their families and those they care about most. As a wealth management firm, Meridian and its advisors strive to provide the best experience for their clients, while also prioritizing positive change in the community.
Community Impact:
American Heart Association of So Arizona
Autism Society of So Arizona
Banner University Medicine Business Advisory Council
Catholic Foundation for the Diocese of Tucson
National Charity League
Pima Community College Foundation
Tucson Metro Chamber, Executive Circle Catalyst Member
Vietnam Veterans of America Inc, Tucson Chapter 106
Meridian Wealth Management Tucson Advisor & Staff Biographies
Meet the Tucson Advisory Business Council
The Advisory Business Council was created as a sounding board to gain better insights for the needs of business owners and innovators in the Tucson community. These individuals are diverse in experience, but share a common goal: creating opportunities and services to better the communities they work and live in. Click the button below to learn more about the mission of the Advisory Business Council and its members.
Contact Us
Office Hours:
Monday-Friday: 6:30 a.m. - 4:00 p.m.
5210 E. Williams Circle, Suite 820
Tucson, AZ 85711