Personal

Sometimes the biggest blessings come from the least expected places. I’ve known from a young age that I wanted to become a financial advisor, but it took an economic recession for me to finally follow my dreams.

Growing up with a single mom, I recognized the ways that a strong financial footing could increase stability in an inherently uncertain world. I fell in love with working hard and stewarding my personal savings. Despite my interest in financial advising, I started my career in corporate America. When the recession hit and my employer laid me off, I turned what many would see as misfortune into an opportunity to pursue my passion of becoming a financial advisor. I joined Northwestern Mutual and never looked back.

For more than a decade now, I have had the privilege of walking beside countless clients as they take strides toward their financial goals. While my clients represent a range of industries and perspectives, from small business owners and C-Suite executives, to financial and medical professionals, they share an eagerness to learn and grow. I love helping those who have a passion for serving others. We can accomplish so much together when we’re aligned on what really matters.

If you’re looking for someone to be a catalyst and help keep you accountable to your financial goals, let’s explore the possibility of working together. You can learn more about me and my practice at my website, nataliamargolis.com, or feel free to contact me directly.

Natalia Margolis lives in Boynton Beach, Florida with her husband, their 2 kids and their 3 dogs. In her free time she enjoys spending time with family and friends. You may catch her at one of her kids wrestling tournaments or trying a fun local boot camp! 

Female Advisor with her family at wrestling tournament
Female advisor with family in the snow

Professional

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: 

Chartered Financial Consultant: 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

Areas of Expertise

As a representative of the Northwestern Mutual Wealth Management Company, I am able to provide you with customized recommendations that will help you plan for your financial future.

Wealth Management

Financial Planning

Life Insurance Strategies

Retirement Planning & Income Strategies

Business Employee & Executive Benefits Planning

Education Planning & Funding

Disability Planning

Lending a hand in my community.

As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:

Fight for Air Climb

Fight for Air Climb is focused on defeating lung cancer, creating a tobacco-free future, championing clean air for all and improving the quality of life for those with lung disease and their families.

Learn More

Best Foot Forward

Best Foot Forward empowers foster care youth to maximize their potential by providing essential academic support and guidance.

Learn More

Alex's Lemonade Stand

Alex's Lemonade Stand Foundation changes the lives of children with cancer by funding impactful research, raising awareness, supporting families and empowering everyone to help cure childhood cancer.

Learn More

Alex's Lemonade Stand logo

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

Downtown Milwaukee, WI Skyline

Client Testimonial

The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.