Natallia Fields
Senior Associate, Client Service
As Senior Associate, Client Service in Wealthspire’s Reston office, Natallia supports clients and their advisors with account openings, asset transfers, money movement, and other day-to-day service needs. She focuses on building strong relationships with the families she serves and helping ensure requests are handled accurately, efficiently, and with care. Prior to joining Wealthspire, Natallia held client service and operational roles with Lynch Retirement Investment Group and Pinnacle Advisory Group. Her background has given her experience supporting retirement accounts, trusts, multi-generational families, and clients navigating important life and financial transitions. She is known for her attention to detail, organization, and solutions-focused approach, working closely with advisors and colleagues to coordinate needs and follow requests through to completion. Natallia earned a Bachelor of Science in Finance from the University of Maryland Global Campus. Originally from Belarus, she now lives in Reston, Virginia.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
