Natacha T. Smith
LPL Financial Advisor
Phone: 908-268-5426
Email: Natacha.t.smith@lpl.com
As a financial professional, Natacha is dedicated to helping individuals and businesses build their financial futures. She is qualified to provide customized services across a broad range of fields including investment portfolio management, life and long-term care insurance, business insurance and benefits, 401(k) plans, and retirement planning. She holds the Series 7, 63, and 65 designations from the Financial Industry Regulation Authority (FINRA) along with holding her life, health, and disability insurance licenses.
Academic achievements include a BS in Business Marketing from Lynn University. Her experience and professional affiliations have fostered her practical approach to offering financial services and advice to her clients. Maintaining a strong sense of community and a solid professional foundation are very important to Natacha. She has given numerous seminars, workshops, and radio shows on financial planning. A business networking group that she founded currently has 30 business professionals as members, and is now in its 10th year.
Some of the recent highlights of her career were independently bringing on a large institutional client who is now entering their third year with LPL. She is also the sole financial advisor for a large community bank with 5 branches located in New Jersey and New York City. Finally, she is the financial advisor for a 40 member non- profit in the local community as well.
She continues to participate in various financial educational forums and workshops throughout the country in order to stay on top of relevant current events in the field, and in order to give her clients the utmost in knowledge and expertise.
Recently, Natacha was invited to the Nasdaq stock exchange in New York City to help ring the closing bell of the market.