Natalie Whelton, JD, LLM
FINANCIAL ADVISOR, SENIOR PLANNER
TAX PLANNING CHAIR
As a Financial Advisor & Senior Planner, Natalie assists clients on a wide variety of topics including estate planning, retirement planning and wealth transfer strategies. Natalie is Chair of the firm’s Tax Planning Committee; her in-depth knowledge of advanced tax and financial issues serves as a valuable resource for her clients. Natalie also serves on the firm’s Community and Charitable Outreach Committee.
Natalie came to WMS from PNC where she spent 4 years as a Fiduciary Advisor collaborating with Private Banking, Wealth Strategy & Investment Advisors on client planning discussions and documents. She also spent time at Adelberg, Rudow, Dorf & Hendler LLC where she prepared estate planning documents, including wills, trusts and power of attorney.
Natalie obtained her B.A from Louisiana State University, her JD from Loyola University New Orleans College of Law and her LL.M in Taxation from the University of Alabama School of Law.