Natalie started in the financial services industry immediately after graduating from Henderson State University with a B.A. in Business Administration in 2012. She completed her M.B.A. shortly after in 2013 and holds Series 7 and 66 licenses. Natalie has been providing exceptional client service, including trade execution, and client requests to attain total client satisfaction. She specializes in helping clients plan for retirement through Raymond James' Goal Planning and Monitoring system. She was drawn to the financial services industry because she enjoys the fast pace of the business and the opportunity to learn something new each day.
Natalie started her financial services career with Morgan Stanley as an intern then later a Senior Registered Associate. Prior to joining Raymond James in the US, Natalie joined Raymond James in Calgary, Alberta, Canada where she was a Senior Registered Associate.
Natalie grew up just outside of Toronto, Ontario in a small town called Caledon. She came to Arkansas on a swimming scholarship to Henderson State where she won a conference title and competed in NCAA Division 2 every year during her college years. She continues top physical conditioning by attending CrossFit 501 daily as well as biking, running, swimming, hiking and various fitness competitions and the Arkansas outdoors.