Natalie Garcia is a client specialist in the Private Wealth Management department. Prior to working in the finance field, she worked in hospitality and guest relations. She has been with Baird since early 2023. Natalie’s current role is providing support to the financial advisors and clients by assisting in daily operations, wealth transfer processing and other client-based services.
Natalie is a native Washington resident. After finishing her hospitality degree from Central Washington University, she moved to Seattle in 2010 and currently lives in the Ballard neighborhood. In her free time, she enjoys playing as much softball as possible and cheering on the Mariners. Her other hobbies include travelling, reading and enjoying food and drinks around the greater Seattle area. She has completed her Securities Industry Essentials (SIE) Exam, Series 7 exam and Series 66 license.