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Barbara Nogueiras Fernandez

Barbara Nogueiras Fernandez

Operations

As the Operations Manager at Fernandez Wealth Management, it is my primary responsibility to assist with organization and productivity, ensuring that all operations are carried out in an appropriate and cost-effective manner. I coordinate the flow of work processes, implement operational systems and best practices, process and maintain client files and documentation, create reports, and maintain systems to ensure legal compliance.

With over 30 years of experience in the financial services industry, I bring a wealth of knowledge and expertise to my role. Prior to joining Fernandez Wealth Management, I worked at Lockheed Martin, where I gained invaluable insights into operational efficiency and project management. In 1986, I obtained a bachelor's degree in finance from Florida International University, followed by a Master of Business Administration in 1988 from the same institution. To further enhance my skills, I completed Credit Training from SunBank in 1990, equipping me with a comprehensive understanding of credit and lending processes.

What truly motivates me is the opportunity to tackle new challenges and approach problem-solving with systematic solutions. Supporting our advisors who are assisting clients in achieving financial independence and sound retirement planning is particularly exciting for me. I take great pleasure in organizing and developing systematic approaches and solutions to ensure that our operations run smoothly and efficiently. In my role, I believe that the greatest value I provide to clients is follow-through and ensuring that their needs are met in a timely and efficient manner. By maintaining meticulous attention to detail and a commitment to excellence, I strive to create a seamless experience for our valued clients.

Born in Cuba, I arrived in the United States at the age of three and have called Miami home ever since. It is here that my late husband, driven by a true calling and passion for financial literacy, established Fernandez Wealth Management. Continuing his legacy, my son now serves as the President and Financial Advisor of our esteemed company. Outside of my professional endeavors, I cherish spending time with my family and friends. I find joy in exploring new destinations, trying new restaurants, and nurturing my love for gardening, which allows me to connect with nature and find tranquility.