Natalie Whelton, JD

FINANCIAL ADVISOR & PLANNER

TAX PLANNING CHAIR

Natalie Whelton

 

Natalie comes to us from PNC where she spent the last 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 J.D from Loyola University New Orleans College of Law and her LL.M in Taxation from the University of Alabama School of Law.