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Natalie Athena Mackey is an Investment Advisor Representative at Badgley Phelps Wealth Managers. Natalie has been in the industry since 2018 and holds a Series 65 license. Natalie has experience providing financial planning, portfolio management for businesses and individuals, and credit and cash management solutions.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Credit and cash management solutions. insurance solutions
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WA
08/02/2021 - Present
Badgley Phelps Wealth Managers (Seattle WA)
IA
Issued 12/02/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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