Natalie Johns, CTFA

Chief Family Strategy Officer

Natalie as Chief Family Strategy Officer collaborates with families to understand their financial objectives, needs, risks, and special considerations, offering tailored advice and services aligned with their goals. Leveraging her expertise in Legacy's "Family Office Services," she enhances estate plans, tax management, and gifting strategies. Natalie is dedicated to fostering relationships among multi-generational family members, providing mentorship to younger clients on various topics, and holds a Certified Trust & Fiduciary Advisor (CTFA) certification, highlighting her proficiency in trust services, financial planning, and investment management. Natalie is a graduate of the University of North Florida where she earned a Bachelor of Arts degree in Political Science and American Military University where she earned a Master’s in Business Administration.

Fun Facts:

What is your favorite hobby?  “Puzzles, I’m always working on one.”

Who did you look up to as a child?  “Matlock – absolutely loved the show and his perseverance in finding justice for his clients!”

What is your favorite ice cream flavor? “Publix brand Cookies and Cream.”

Favorite Nonprofits: K9s For Warriors, Gabriel House of Care, and Rethreaded