Vanessa Narvaez in

Vanessa Narvaez

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Financial Services Professional at NYLIFE Securities LLC
📍 New York City Metropolitan Area, United States

Vanessa Narvaez is a Financial Services Professional at NYLIFE Securities LLC, specializing in college funding, retirement, and lifetime income strategies. A graduate of Baruch College with a BBA, she is a member of the Million Dollar Round Table, a globally recognized standard of excellence in the industry.

In a 2022 interview, she emphasized the importance of using social media to build trust and allow clients to see her as an individual beyond her professional role, creating opportunities to connect on a personal level.

She is a member of the prestigious Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals.

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Experience
19 Years
Current Role
Financial Services Professional
Location
New York City Metropolitan Area, United States
Personality Overview

How Vanessa shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Vanessa cares about

Retirement Strategies
Her work focuses on creating lifetime income strategies and she has spoken on the cultural nuances of retirement planning, such as children not being a financial plan.
Estate Planning
Frequently posts about the importance of wills, trusts, and legacy planning to protect heirs and limit exposure to estate taxes.
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Career

Work history

8-2017
Financial Services Professional
NYLIFE Securities LLC
8-2015 - 7-2017
Latino Market Sales Support Manager Northeastern Region
New York Life Insurance Company
2009 - 8-2015
Financial Services Professional
New York Life Insurance Company
10-2004 - 7-2006
Backup Head Teller
Independence Community Bank
In the press

Media appearances

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Education
2005 - 2009
Bachelor of Business Administration (BBA)
Baruch College
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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