Natalie Whelton, JDFinancial Advisor

FINANCIAL ADVISOR, ESTATE PLANNING SPECIALIST

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.

What do you enjoy most about wealth management?

I find the relationships with clients to be one of the most fulfilling aspects of working in wealth management.  I enjoy taking the time to develop a strong, working relationship with my clients.  Once that relationship has been established, I am able to get a complete picture of a client’s goals as well as understand any concerns he or she may have in regards to his or her wealth. In my experience, a strong working relationship with a client leads to the best results.

What do you love most about being part of WMS?

The breadth of knowledge of my colleagues is what I love most about working at WMS.  I have the unique opportunity to work with individuals that have various degrees (MBA, CPA, JD, CFA, etc.) and with that, each person brings his or her own specific strengths to the team.  This creates an incredibly knowledgeable team, which ultimately benefits the client.  Every day provides an opportunity to learn something new.

What do you love to do outside of work?

As the mom of two young, active boys,  I don’t have much free time but when I get the occasional quiet moment, I enjoy cooking.  My husband and I enjoy being outside with the boys, current favorite activities are going for long walks at Oregon Ridge or taking the older one for a bike ride while I run with the younger one, who is still agreeable to go in the jogging stroller!