Natalie Brownfield Barron Financial Advisor - UBS Financial Services Inc.
I provide comprehensive financial planning and asset management for individuals, small businesses and non-profit organizations. I'm a Charter Retirement Plan Specialist, which gives me a specialty with the design, implementation and review of corporate retirement plans.
I work with a 5 member Financial Advisory team, The Chapman Group, managing over 300 million in client assets. The Chapman Group originated with UBS 20 years ago and is well-known in the investment community. We provide wealth and asset management for individuals, small businesses, non-profit organizations and corporate retirement plans.
Financial Planning Asset Management Retirement Services Insurance and Annuities Qualified Plan Management Estate Planning Strategies Education Funding Strategies Personal Trust Services Lending
Individuals: portfolio management, personal financial and retirement planning. Corporate Retirement Plans: management of business accounts and qualified plans. Non-profit Organizations: portoflio management, including their endowments and retirement plans.
Small Businesses Medical Practices Non-profit Organizations Corporations
UBS is located in over 50 countries around the world. We have offices all over the U.S.
College Degrees
Bachelor of Arts, Speech Communication Minor,Business Marketing
Speaking/Teaching
Experience
I've given over a dozen presentations or seminars on investing.
