Natalia joined Merrill Lynch Wealth Management in March 2017 because she felt strongly that Merrill offered her everything she was looking for in a long-term career: a goals-based wealth management process, access to global resources, current (and future) technology, and services that she believed could enhance the ability of clients to pursue their financial goals and dreams.
Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, Natalia can help create a strategy as flexible as today's changing market conditions, and she can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. Natalia will work to help you pursue your goals through personalized wealth management strategies.
Natalia has a BA in Economics from the University of California, Los Angeles (UCLA). With seven years of military service, Natalia has completed two tours in both Iraq and Afghanistan. In her spare time, Natalia supports events for members of the U.S military and law enforcement agencies. She loves to travel, exercise, golf, and maintain a healthy lifestyle. Natalia is bilingual, fluent in both English and Spanish.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.