Natalie Theut
Natalie has been in the financial services industry since 2015 when she joined Merrill. Natalie obtained her CFP® certification in 2020, one of the most respected professional certifications in the industry.
Natalie is an International Wealth Advisor with the Fernandez & Theut Global Wealth Management Group at Merrill. She focuses on connecting all aspects of client's financial lives to help them prioritize and pursue the goals that matter most to them. As a financial advisor, she takes the time to understand what's important to high net worth investors, both personally and professionally, and can customize strategies around their priorities and the goals they've identified.
EDUCATION
M. S. in Structural Engineering , University of Puerto Rico, Mayaguez
B.S. in Civil Engineering, University of Puerto Rico, Mayaguez
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.
