Natalie is the newest asset to join Stonegate Financial Partners. Prior to joining the firm in 2021, She had spent nineteen years as an independent financial professional with Equitable Advisors operating in Eastern New York and Western Massachusetts. Natalie joining Stonegate has not only allowed the team to expand Eastward, it has allowed Natalie to rejoin her mentor “Ralph” and the rest of the Stonegate Team.
While Natalie and her team offer clients a full spectrum of financial guidance, Natalie’s core concentration is retirement strategies for the Not-for-Profit market. Having this base focus has permitted her to gain experiential knowledge allowing her to easily navigate unique market challenges alongside keeping individual client needs paramount.
Professionally, Natalie holds her Charted Financial Consultant (ChFC) designation, FINRA Series 7 and Series 66 registrations, New York State Life, and Accident and Health licenses.
Natalie lives in Eastern Rensselaer County with her Husband Justin, two amazing kids Addison and Owen, and Labrador Bosun. Outside of the office, Natalie enjoys spending time with her family, skiing, vacationing in RI, and having fun with friends and neighbors.
I STRIVE TO PROVIDE THE HIGHEST LEVEL OF PROFESSIONALISM BY:
- Listening to my clients
- Being objective and open
- Providing professional service and advice with integrity
FUN FACTS:
- “Yacht Rock” is not just a music genre, it’s a way of life.
- Tanglewood is a magical place for any concert.
- Labrador Retrievers… Amazing.
