As Chief Administrative Officer, Natalie leads a team of fiduciary professionals experienced in multi-generational wealth preservation and transfer, trust administration, estate settlement, and tax planning and preparation. Natalie has over two decades of experience in the Trust and Wealth Management industry. She graduated from Campbell University, where she majored in Trust Management and minored in Financial Planning. Natalie also attended American Bankers Association National Trust School and National Graduate Trust School and earned her Certified Trust and Financial Advisor designation. She currently serves on the board of directors for the Virginia Peninsula Estate Planning Council. She has also been involved with several volunteer organizations in the community, including Eggleston Services, Special Olympics, and Junior Achievement.
Website: professionals.townetrust.com
Phone: (757) 599-2204
Cross Streets: Near the intersection of Jefferson Ave and Channel Dr
Closed now
- Wed 9:00 AM - 5:00 PM
11780 Jefferson Ave, #D Newport News, VA 23606 ·175.22 mi
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