Natalia Margolis

About Natalia Margolis

Sometimes the biggest blessings come from the least expected places. I’ve known from a young age that I wanted to become a financial advisor, but it took an economic recession for me to finally follow my dreams. Growing up with a single mom, I recognized the ways that a strong financial footing could increase stability in an inherently uncertain world. I fell in love with working hard and stewarding my personal savings. Despite my interest in financial advising, I started my career in corporate America. When the recession hit and my employer laid me off, I turned what many would see as misfortune into an opportunity to pursue my passion of becoming a financial advisor. I joined Northwestern Mutual and never looked back. For more than a decade now, I have had the privilege of walking beside countless clients as they take strides toward their financial goals. While my clients represent a range of industries and perspectives, from small business owners and C-Suite executives, to financial and medical professionals, they share an eagerness to learn and grow. I love helping those who have a passion for serving others. We can accomplish so much together when we’re aligned on what really matters. If you’re looking for someone to be a catalyst and help keep you accountable to your financial goals, let’s explore the possibility of working together. You can learn more about me and my practice at my website, nataliamargolis.com, or feel free to contact me directly.(561) 9••••••••@nm.com

Experience

1. Financial Advisor

   Northwestern Mutual

   Mar 2009 — Present

   As a Northwestern Mutual client-turned-advisor, I am proud to be associated with a company that not only offers excellent products but also truly cares about its clients. I have both the resources and the freedom I need to prioritize my clients’ goals, hopes, and dreams at every stage of the financial planning process. If you asked my clients what it’s like to work with me, they would quickly tell you how deeply I care—not just about their balance sheets, but also about their lives. Financial decisions are inherently personal, so I take the time to listen deeply to what my clients want for the future. Whether I’m helping my clients plan for retirement or understand their investment opportunities, I consider every financial plan with the same care and attentiveness I would give my own family.My approach to financial planning is educational in nature. I love empowering driven individuals and couples with the principles and practices they need to take control of their financial futures. While the future is never certain, we can ensure it’s not up to chance. My clients know that they can trust me to keep their best interests in mind.If you’re interested in taking control of your financial future or learning more about the work I do, don’t hesitate to reach out to me directly.(561) 9••••••••@nm.comSpecialties: Retirement Planning | Education Planning | Estate Planning | Employee Benefits | Tax-Efficient Strategies| Executive Benefits | Life Insurance | Disability Income Insurance | Long-Term Care Insurance | Investments | Wealth Accumulation & Distribution

Education

• Florida Atlantic University

  Bachelor of Arts - BA, Psychology, Minor in Marketing

  2001 — 2004

Skills

• Great Motivator
• Friendly Personality
• Fun
• Retail
• Engaging People
• Customer Insight
• Sales
• Cross-Functional Team Leadership