PROFESSIONAL PROFILE
Natalie Kreps Mowry, CRPC®
Financial Advisor
Natalie Mowry is a Financial Advisor in the Hudson, OH office, and her focus is on providing corporate executives and business owners with investment and wealth management solutions, as well as highly customized financial strategies.
Natalie has a commitment to developing strong ongoing relationships with each client and to provide financial guidance as life situations change.
She is focused on helping clients achieve their personal and financial goals, incorporating wealth management strategies that are consistent with their unique objectives and risk/reward tolerance. Natalie works with individuals and families incorporating education and retirement planning, estate planning in conjunction with the clients’ CPAs and attorneys, life insurance analysis and fixed income investing. For businesses, Natalie provides solutions for cash management, professional practice lending, risk management, retirement plans and business succession planning.
Natalie joined Merrill Lynch after a career at Prudential Financial where she was a Manager of Financial Services. Natalie received a Bachelor's Degree from The University of Toledo College of Business Honors Program.
Natalie is a resident of Aurora, OH and serves on the corporate leadership team for the American Heart Association- Go Red For Women movement.
Natalie also holds the designation of Chartered Retirement Planning Counselor (CRPC®).