Natalie Squillace, CFP®, is currently serving as an Account Vice President in Wealth Management at UBS after joining in 2024. Prior to this role, Natalie gained valuable experience as a Financial Advisor and Assistant Vice President at Merrill Lynch Wealth Management from 2022 to 2024, and worked in various capacities at Fidelity Investments from 2018 to 2019, including Financial Representative and Financial Consultant. Natalie holds a Bachelor's Degree from St. Lawrence University, earned in 2018.
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