Natalie is a Wealth Planning Associate providing financial planning support for Wealth Planners and Senior Client Advisors.
Prior to joining Ballentine in 2022, Natalie worked as a Financial Paraplanner, preparing financial documents for clients. While in college, she served as a Jr. Financial Advisor in the Wealth Management Society, working with teams to create financial retirement plans. She also interned for Brightworth, a Wealth Management firm, assisting financial planners with client meetings and executing projects securing personal information. Natalie received her bachelor’s degree in Business Finance from Brigham Young University – Idaho. She is pursuing her Certified Financial Planner designation.
Natalie lives in South Florida with her husband. In her free time, she enjoys lifting weights, playing the piano, rock climbing, and going on walks to see alligators.