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Natalie J. Volpitta, CFP®

Natalie J. Volpitta, CFP®

Financial Planning Assistant, Registered Admin Associate

Natalie graduated with honors from the University of Florida in 2018 with her degree in Business Administration/Economics. At UF she was a part of leadership organizations such as Lead UF, The Heavener Leadership Challenge, and held positions on the executive board of the University Economics Society.

She currently maintains her Series 7 and Series 66 licenses with LPL Financial. She also holds her Florida 2-15 Health & Life (Including Annuities & Variable Contracts) license. She completed her CFP® designation on 4/11/2023.

Natalie entered in the financial services industry in 2018 working at Raymond James Financial. She started in their customer accounts department servicing margin accounts, tracking trades, and assisting in moving funds and securities between accounts. She was recognized for her dedication to assisting financial advisors in their ServiceFirst newsletter. She then transitioned to the Associate Financial Services team at Raymond James as a Service Advisor. In her role she helped employees with all their comprehensive financial needs. She assisted with account opening, account transfers process, retirement planning, and placing trades.

As a Registered Administrative Associate at LPL Financial, she assists our team in executing trades, client meeting preparation, preparing reports, and servicing client accounts, as well as, financial planning. She also assists Tamara with investment portfolio design.

Natalie was raised in Tampa, Florida and currently lives in St. Petersburg with her pug Nugget. She enjoys reading, running, trying new recipes, and boating with family.