Natalie is an integral piece of the Harbor View client experience, as she manages every step from initial onboarding to day-to-day servicing. Through frequent touch points, she is kept abreast of each client’s individual circumstances and needs, so they can be served at the highest possible level. Particularly, she assists with trading, money movement, and coordination between financial institutions. Natalie strives to ensure that each personalized financial plan is implemented efficiently and effectively, so clients have more time to enjoy the fruits of their many years of labor.
Professional History & Education
Natalie attended the University of Georgia, where she earned a finance degree with an emphasis in pricing and valuation. Prior to joining the Harbor View team in early 2024, she spent nearly four years at Northwestern Mutual as a Financial Planning Analyst and Wealth Management Associate.
Designations & Credentials
- CERTIFIED FINANCIAL PLANNER®(CFP®)
- Series 63 and 66 licenses
Personal Life
Natalie was born and raised in the Atlanta area and currently resides in North Druid Hills. She enjoys spending time with family, attending sporting events with friends, and traveling to explore new destinations.