Ms. Arbelaez-Perez joined Fieldpoint Private, LLC as an associate advisor in June 2020. Ms. Arbelaez-Perez has over 25 years of experience in wealth management and banking. She joined Fieldpoint Private, LLC from BNY Mellon Wealth Management, where she worked for the past 20 years. Most recently she served as an associate wealth manager, as part of a successful team focused on wealth planning, banking, and investment management for high-net-worth clients.
Ms. Arbelaez-Perez is a graduate of the BNY Mellon Mentoring Program, where she was part of a team that created the NextGen project, which was later adapted by the firm and is currently used by clients nationwide. She also graduated from the BNY Mellon Certified Advisor Program (CAP), after a rigorous course of study.
Ms. Arbelaez-Perez holds an associate’s degree in Business Administration and the Series 65 license. She likes jogging and enjoying the beautiful weather in Miami, where she resides with her family.