Natalie Chappius advises high-net-worth individuals and business owners with investment and tax minimization strategies, retirement income planning strategies and estate planning services. She has been helping clients in the financial services industry for over 20 years.

In addition to her Wealth Management & Planning experience, working together, Natalie Chappius and a Wealth Management Lending Officer from Bank of America, N.A. can draw upon an expansive array of home financing solutions designed to fit into your overall financial strategy and help you pursue your financial objectives. The Wealth Management Lending Officer does not offer investment advice, nor make recommendations on investment products.

Natalie is a Senior Portfolio Advisor. A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies.

 As a recipient of the Presidents Academic Scholarship, Natalie attended California State University, Long Beach. She holds the following FINRA registrations: General Securities Representative (Series 7) and Uniform Combined State Law Examination (Series 66). Natalie is licensed with the California Department of Insurance to offer Life Insurance and Annuities as well as Long Term Care. Natalie also holds the Certified Plan Fiduciary Advisor^® designation, CPFA.

Natalie and her husband Michael reside in 4S Ranch with their two children.

*Merrill Life Agency's California License Number 0522776 

*NMLS#646192

Community involvement is an integral part of how Natalie interacts with clients and communities. She is enthusiastically involved with volunteering and fundraising for various organizations. Let her show you how professionalism and dedicated client service could benefit you and your family. Contact Natalie at your earliest convenience.