Natalie Ferretti

Natalie M. Ferretti, CFP®
Vice President Advice & Planning Strategic Consultant

4777 Sharon Rd

Charlotte, NC 28210-0101

About me

Background

Natalie Ferretti is an Advice & Planning Strategic Consultant with Truist Wealth’s Advice & Planning Group. She has over 11 years of industry experience offering exceptional problem solving, communication, and interpersonal skills. Natalie is knowledgeable in Project Management, Quality Control, and Financial Planning.

Education

Bachelor of Science in Business Administration ~ Management Concentration
Elon University 2005 2009

Personal Interests

Natalie is a member of the Women’s Inclusion Network Business Resource Group.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

To
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