Mayelin Alvarez

Rooted in her journey as a former small business owner, Mayelin brings a distinctive edge to wealth advising. Before becoming a Wealth Advisor, she spent nearly a decade building and running her own food supply company, serving the hospitality industry. Her entrepreneurial journey led her to business consulting, where she assisted business owners in uncovering inefficiencies to improve operations and fuel sustainable growth.

Mayelin is committed to empowering high-net-worth individuals, entrepreneurs, and their families to help transform their ambition into lasting wealth. With a keen focus on tax-efficient planning, she helps clients safeguard their achievements, invest with purpose, and implement a long-term strategy that spans generations. Her advisory work includes buy-sell agreement funding, employee retention strategies, and exit and succession planning for business owners.

A passionate advocate for small businesses, Mayelin has volunteered with SCORE, helping entrepreneurs thrive in their communities. Outside of work, she cherishes time with her daughter and their dog, Bear.

Fluent in English and Spanish, Mayelin holds a Series 65 license and a Florida 2-15 Life, Health, and Annuities Agent license.