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      Director - International Personal Bank
      Senior Wealth Advisor
    • Joaquin Alvarez Menendez
      Director - International Personal Bank
      Senior Wealth Advisor
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Joaquin Alvarez Menendez

Joaquin Alvarez Menendez
Director - International Personal Bank
Senior Wealth Advisor

  • Phone: (305) 347-1817

E-Mail: joaquin.alvarezmenendez@citi.com

201 S. Biscayne Blvd.
Miami, FL 33131

Get Directions to 201 S. Biscayne Blvd.

201 S. Biscayne Blvd.
Miami, FL 33131

Get Directions to 201 S. Biscayne Blvd.

Citi International Personal Bank U.S. and Citi Personal Investments International help you connect future aspirations and present needs.

Our Financial Professionals strive to provide a comprehensive wealth management approach, offering strategies that best reflect your goals.

As businesses of Citigroup Inc., Citi International Personal Bank U.S. and Citi Personal Investments International seek to empower you to work towards your financial objectives to help you enjoy the benefits of wealth management. Whether you are a first-time investor or an existing client, our distinctive approach can take you through the necessary steps to help develop and implement your financial strategy.

About Joaquin

While we serve our investors with local expertise, we are also truly global, serving thousands of high-net worth clients in North America, Latin America, Asia, and Europe. With 20 years of experience at Citi, 12 of which as a Financial Advisor and added experience in capital markets, I strive to make a difference in the financial lives of my clients, by understanding their priorities and providing easy access to Citi resources, benefits, rewards and services.

One way I help clients is by connecting them with other Citi professionals who can assist with a range of needs — including access to a robust global open architecture platform, access to multilingual professionals, remote account opening convenience, financial insights and resources, customized portfolios and in-person meetings.

Prior to Citi, I worked for a combined eight years at PricewaterhouseCoopers and JP Morgan Chase.

I have an MBA from Georgetown University. Besides English, I am fluent in Spanish.

I enjoy going to the gym, running, soccer, golf and music. In Argentina, I participated in professional equestrian jumping.

Joaquin's Awards

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The methodology for each award/rating has been reviewed, but not verified, by Citigroup Inc. (Citi) or its affiliates. Please contact the provider of the relevant award/rating for information regarding eligibility of the underlying criteria and factors utilized in compiling the data. The receipt of an award/rating with respect to a product or service may not be representative of the actual experience of any client and is not a guarantee of future performance success. Citi or its affiliates paid compensation to obtain or use the award/rating. These awards consider information provided by Citi (and other applicants), and do not solicit input or responses from actual clients.

Forbes 2024 Best-in-State Wealth Advisors www.forbes.com/sites/rjshook/2024/04/03/methodology-best-in-state-wealth-advisors-2024

INVESTMENT PRODUCTS AND INSURANCE PRODUCTS: NOT INSURED BY THE FDIC • NOT INSURED BY THE FEDERAL GOVERNMENT OR ANY OTHER FEDERAL GOVERNMENT AGENCY, BY THE BANK, OR BY ANY AFFILIATE OF THE BANK • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, THE BANK OR AN AFFILIATE OF THE BANK • SUBJECT TO INVESTMENT RISK, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL INVESTED

Important Information for You to Know About Our Business and Relationship With You

We are required to deliver two important disclosure documents about our business and relationship with you:

  • Form Client Relationship Summary (“Form CRS”) is a brief summary of the brokerage and advisory services we offer.
  • Regulation Best Interest Disclosure Statement and Related Information for Retirement Accounts is a more detailed description of the brokerage services we offer and our obligations under Regulation Best Interest when we make recommendations to you as your broker-dealer.

Please review both of these important documents online at https://www.citi.com/investorinfo/. If you prefer paper copies, please contact your advisor or call us at (800) 846-5200 | TTY: We accept 711 or other Relay Service.

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The products and services mentioned in this page are not offered to individuals resident in the European Union, European Economic Area, Switzerland, Guernsey, Jersey, Monaco, San Marino, Vatican and The Isle of Man. Your eligibility for a particular product and service is subject to a final determination by us. This communication is not, and should not be construed as, an offer, invitation or solicitation to buy or sell any of the products and services mentioned herein to such individuals.

Citigroup Inc. and its affiliates do not provide tax or legal advice.

Citi Personal Wealth Management is a business of Citigroup Inc., which offers investment products through Citigroup Global Markets Inc. (CGMI), member SIPC. Citigroup Life Agency LLC (CLA) offers insurance products. In California, CLA does business as Citigroup Life Insurance Agency, LLC (license number 0G56746). CGMI, CLA and Citibank, N.A. are affiliated companies under the common control of Citigroup Inc.

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© Citigroup Inc. Citi, Citi and Arc Design and other marks used herein are service marks of Citigroup Inc. or its affiliates, used and registered throughout the world.

Citigroup Inc. and its affiliates do not provide tax or legal advice. Citi Personal Wealth Management is a business of Citigroup Inc., which offers investment products through Citigroup Global Markets Inc. (”CGMI”), member SIPC. Citigroup Life Agency LLC (“CLA”) offers insurance products. In California, CLA does business as Citigroup Life Insurance Agency, LLC (license number 0G56746). Citibank, CGMI, and CLA are affiliated companies under the common control of Citigroup Inc.

© 2024 Citigroup Inc. Citi, Citi and Arc Design and other marks used herein are service marks of Citigroup Inc. or its affiliates, used and registered throughout the world.