Client Management Specialist
At Callan Family Office, Natalie brings over 17 years of experience in the financial services industry to collaborate with clients and their advisors to meet the unique needs of complex, multi-generational wealth, and foundations.
Prior to joining Callan Family Office, Natalie spent 9 years with Abbot Downing, Wells Fargo’s ultra-high-net-worth practice. She joined the firm as a Client Service Consultant and rose to the role of Relationship Manager, where she partnered with a managing director to provide a comprehensive suite of services, managing all areas of financial and estate planning, private banking, trust administration, and investment management for her clients.
Natalie began her career in 2004 with Wachovia’s Community Bank. Prior to Wells Fargo’s acquisition of Wachovia, Natalie served as a client management associate with Wachovia Wealth Management before transitioning to Wells Fargo Private Bank as a senior client associate. She joined Abbot Downing in 2013 and held various positions in client service, private banking and relationship management over her 9-year tenure.
Natalie is graduate of University of North Florida where she earned a bachelor’s degree in finance with a concentration in investments and has earned the Certified Trust and Fiduciary Advisor (CTFA) designation from the American Bankers Association.
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Our goal is to orchestrate the opportunities associated with wealth and provide a clear path forward. To learn more about how we can best serve you, please reach out to our team.