Natalia Margolis, ChFC®

Wealth Management Advisor

Professional

Achievements

Natalia has a tremendous passion for helping others, whether it is their personal or business needs. Her ability to listen, and in turn, help her clients identify ways in which they can achieve their financial goals is what drives her to succeed on a daily basis.

As a result of this, In Natalia Margolis's career with Northwestern Mutual, she has accomplished significant achievements: :

ChFC®: The ChFC® program provides the most current and comprehensive financial planning education by combining the key financial planning fundamentals, with practical applications to put those theories to work. With content in the curriculum that addresses topics such as: closely held businesses, investment planning, special needs planning, charitable gifting, financial planning for divorce complexities and more, ChFC® designees are trained to masterfully handle a wide variety of modern financial topics.​


With a commitment to being a steward to her clients she also has obtained her FINRA Series 7, 6, 65 and 63. 


Consistently recognized for being among top financial advisors in her local agency and nationally.


In 2015 she was recognized out of the Top 50 women among her peer group at Northwestern Mutual for new clients.


Finished 2011 and 2010 as the leading Financial Representative among her peers in her South Florida agency.


In 2009, Natalia was the first Financial Representative in her agency to achieve Pacesetter 40 - an award only 10% of all new Financial Representatives nationwide qualify for.​


 

Awards and Recognition

 

Million Dollar Round Table Qualifying Member 2014-2017

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

National Association of Insurance and Financial Advisors Quality Award 2012-2015

Award recognizing commitment to excellence in service to clients and industry

 

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