PROFESSIONAL PROFILE

Natalie Kreps Mowry, CRPC®
Financial Advisor

Natalie has built her practice working with individuals and businesses helping them define and achieve their financial goals. She focuses on reducing risk and creating a strategy to help preserve and grow wealth. Natalie takes pride in knowing her clients, understanding their needs, and developing relationships that are built on a foundation of trust.

Natalie offers solutions that address:
*Retirement income planning for individuals
*Individual wealth preservation & insurance strategies
*401(k) & company sponsored retirement plan design & administration
*Corporate cash management
*Business transition planning
*Trust & estate planning services

Natalie joined Merrill Lynch after a career as an Advisor and Manager of Financial Services at a Fortune 500 financial firm. She graduated from the University of Toledo with a Bachelor of Business Administration from the Honors Program with a concentration in Financial Services. She also holds a Chartered Retirement Planning Counselor designation. Natalie lives in Aurora, OH with her husband Steve and their dog Rocco. She is active in the community serving on the Corporate Leadership Team for the American Heart Association- Go Red for Women movement.