Natalie Johns, CTFA

Chief Family Strategy Officer

As Chief Family Strategy Officer at Legacy Trust, Natalie is responsible for working with families to identify their financial objectives, needs, risks and special considerations and provide tailored advice and services in line with those needs and considerations. Natalie utilizes her unique understanding of Legacy’s “Family Office Services” to suggest improvements to estate plans, tax management and gifting strategies.  Most importantly, she is passionate about advancing the relationship between First, Second and Third Generation family members by mentoring Legacy’s younger clients, offering them a point-of-contact for questions on a variety of topics ranging from investing to résumés and car insurance to building credit.

Natalie is a Certified Trust & Fiduciary Advisor (CTFA), a certificate awarded to individuals who demonstrate excellence in the fields of trust and fiduciary services, financial planning and investment management.  She earned her BA in Political Science from the University of North Florida and an MBA through American Military University. Natalie lives in Jacksonville with her husband, Scott, and their two young daughters Emmylou and Gracelynn.