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Natalie Duckworth Phillips

Kestra Private Wealth Services, LLC

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About Natalie Duckworth Phillips

Natalie Duckworth Phillips is a financial advisor with Kestra Private Wealth Services, LLC. Natalie has been in the industry since 2005, and has extensive experience providing financial planning and wealth management services to individuals and families. Natalie's expertise includes investment selection, retirement planning, and estate planning. Natalie is also a Certified Financial Planner, demonstrating her commitment to providing clients with comprehensive financial guidance. Natalie's professional experience includes working at Edward Jones and Kestra Investment Services, LLC. Natalie is also the owner of JLCCJ PROPERTIES, LLC and NCCJ WEALTH MANAGEMENT LLC. Natalie provides investment selection and wealth planning for clients at Inspired Wealth Planning. Natalie is registered to offer securities in Georgia.

Firm Information

Natalie Phillips is currently registered with Kestra Private Wealth Services, LLC. Kestra Private Wealth Services, LLC is an independent wealth management firm headquartered in Austin, TX. The firm offers financial planning, portfolio management for individuals and businesses, and pension consulting services. They manage over $7.3 billion in assets for individuals, corporations, charitable organizations, insurance companies, and pension plans. Kestra Private Wealth Services has over 150 financial advisors and investment professionals who provide customized wealth management solutions to help clients achieve their financial goals.
Kestra Private Wealth Services, LLC

5707 SOUTHWEST PARKWAY

AUSTIN, TX 78735

$7.30B

Assets Under Management

95

Total Clients

170

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Natalie Phillips’s Registration & Firm History

GA

10/31/2024 - Present

Kestra Private Wealth Services, LLC (LaGrange GA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Natalie Duckworth Phillips.
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