BIRMINGHAM, Mich., Jan. 17, 2017 /PRNewswire/ -- Schechter Wealth, a third generation wealth advisory firm, announces the addition of Wealth Advisor Natalie Allie. Ms. Allie is a financial advisor to high net worth individuals and families.
According to Ms. Allie, "It's not enough to simply manage someone's portfolio anymore. My clients deserve the best thinking when it comes to their unique tax situations and wealth management needs, and that's what Schechter has specialized in for generations."
"We are thrilled to have Natalie join our firm. Natalie's attention to detail and deep understanding of every single client fits perfectly with our firm's philosophies and core values. I'm excited to watch Natalie thrive here as she can now provide more macro solutions to her clients' financial situation," said Senior Managing Director, Marc Schechter.
Ms. Allie most recently served as a Financial Advisor and Associate Vice President at Merrill Lynch Bloomfield Hills, MI. Prior to joining Merrill Lynch, Ms. Allie spent four years as a Private Client Banker and Associate Vice President at J.P Morgan Chase in Bloomfield Hills. In that role, Ms. Allie received recognition as a multiyear President's Club National Achiever as one of their top 100 bankers in the nation.
Ms. Allie is a graduate of the University of Michigan and holds Series 6, 7, 63, and Life Insurance. She resides in Birmingham, MI
About Schechter Wealth: Schechter Wealth is a boutique third generation wealth advisory firm. For over 75 years, Schechter's multi-disciplined team consisting of one or more JDs, CPAs, LLMs, CLUs, PFSs, CAPs, MBAs, CFA® charterholders, CFP® practitioners, and CIMA® consultants have been quietly advising wealthy families on financial matters including: institutional quality investment advisory services, advanced life insurance planning, income and estate taxes, business succession, and charitable planning.
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SOURCE Schechter Wealth