Skip to main content

global navigation

Natalie Ferretti

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

4777 Sharon Rd

Charlotte, NC 28210-0101

Natalie.ferretti@truist.com

Phone 704-405-7955

Get directions

See all locations

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

Locations

See all locations
To
Reverse trip
  Reverse trip
Loading location info... Loading the directions...
Return to list view

Location data unavailable at this time. We apologize for the inconvenience.

You're about to leave Truist.com

By selecting Continue, you acknowledge you're leaving the Truist website to enter a third-party website or app. We've provided this link for your convenience, but make no endorsements for the content, privacy, or security policies outside of our domain.

Would you like to continue?

Continue

Map

{0}

{1}

{2}

Office hours

{5}

Phone {3}
 Fax {4}

{0} {1}
{0} {2} {3} {1} miles

Recommended Resources

    {0}

    {0}

    {2}
    {6}
    {7}
    {8}
    {9}
    {12}
    {10}
    {11}

    {3}

    {1}
    {2}
    {6}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}
    {1}
    {2}
    {7}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}