Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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 lending 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 Portfolio Advisor. A Portfolio Advisor, in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill Lynch or approved third- party investment managers’ strategies, funds or portfolios.
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
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We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy 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.