Natalie Lazar, CFP®

Natalie Lazar, CFP®, is a financial advisor at Morgan Stanley, where she holds the position of Associate Vice President in Wealth Management. Based in the New York City Metropolitan Area, she specializes in providing comprehensive financial planning and investment strategies tailored to her clients' needs.

Professional Background

• Certification: Natalie is a Certified Financial Planner (CFP®), a designation she has held since March 2016. She also possesses licenses for Life, Accident, and Health Insurance in New York State, issued in February 2015, and has completed the Series 66 exam.123
• Experience: Prior to her role at Morgan Stanley, she gained experience in various capacities within the financial industry, which has equipped her with a robust understanding of wealth management and client service.3

Contact Information

• Phone: (212) 643-5803
• Email: Available through her profile on the Morgan Stanley website.1

Personal Insights

Natalie Lazar is recognized for her commitment to helping clients achieve their financial goals through personalized strategies. Her approach emphasizes collaboration with other professionals, including accountants and attorneys, to ensure a holistic financial plan that aligns with her clients' life objectives.1

For more detailed insights into her professional journey and accomplishments, you can view her LinkedIn profile under the username natalieengelhardt.2