portrait of Natalie Matos

About Natalie

What sets me apart:

Working in the financial industry for 28 years has given me the experience and knowledge of working with clients on building their assets and managing their liabilities. This gives me a unique perspective that I use to provide my clients with a holistic approach to planning for the future they want. I create meaningful, lifelong relationships built on mutual trust and respect which allows us to work together to create a customized financial solution for each client.

I am a native Floridian and I've lived in the Tampa Bay area since 1991. I've been married for 21 years...

Focus Areas

  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • College Savings
  • Insurance & Annuities

Work History

  • Edward JonesJune 2021 to Current
  • Wells Fargo Clearing Svcs, LLCNovember 2016 to June 2021

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of South FloridaBachelor of Arts

Personal Interests

  • Community Outreach
  • Movies & Entertainment
  • Music
  • Reading
  • Traveling

Team Members

  • Karn Weigel
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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