Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Natalie Chappius advises high-net-worth individuals and business owners with investment and tax minimization strategies, retirement income planning strategies and estate planning services. She has been helping clients in the financial services industry for over 15 years.
In addition to her Wealth Management & Planning experience, working together, Natalie Chappius and a Wealth Management Lending Officer from Bank of America, N.A. can draw upon an expansive array of home financing solutions designed to fit into your overall financial strategy and help you pursue your financial objectives. The Wealth Management Lending Officer does not offer investment advice, nor make recommendations on investment products.
Natalie is a Senior Portfolio Advisor. A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies.
As a recipient of the Presidents Academic Scholarship, Natalie attended California State University, Long Beach. She holds the following FINRA registrations: General Securities Representative (Series 7) and Uniform Combined State Law Examination (Series 66). Natalie is licensed with the California Department of Insurance to offer Life Insurance and Annuities as well as Long Term Care. Natalie also holds the Certified Plan Fiduciary Advisor designation (CPFA).
Natalie and her husband Michael reside in 4S Ranch with their two children.
Community involvement is an integral part of how Natalie interacts with clients and communities. She is enthusiastically involved with volunteering and fundraising for various organizations. Let her show you how professionalism and dedicated client service could benefit you and your family. Contact Natalie at your earliest convenience.
California State University, Long Beach
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.