Natalie Jean Cetrulo
Advisor at Merrill — Tampa, FL E Kennedy Blvd
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
12 years
Location
Tampa, FL 33602
Merrill
Institution
Natalie Cetrulo is a Senior Financial Advisor with Merrill Lynch Wealth Management. She assists clients with managing concentrated stock positions and navigating major transition events such as retirement, inheritance, or the sale of a business. Natalie also provides access to Bank of America Private Bank trust and estate planning services, as well as Bank of America's credit, lending, and banking solutions. She collaborates with clients' external attorneys, accountants, and other professional advisors to coordinate comprehensive financial and legacy plans.
Natalie holds a Bachelor's Degree in Mathematics from Bucknell University and is a Personal Investment Advisor (PIA). Her client focus includes corporate benefits, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, sports and entertainment, and tax minimization. She is actively involved in professional organizations such as Women's Exchange and NAWBO, serving as President of the Tampa Bay Chapter of Merrill's Women's Exchange and as Bank of America's Co-Ambassador for Greater Tampa Bay NAWBO.
Originally from the Northeast, Natalie resides in Tampa where she enjoys spending time with her husband and walking their dog. Her personal interests include dancing, music, reading, watching movies, and practicing yoga. She emphasizes a financial planning process that centers on clients and their goals.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Tampa, FL E Kennedy Blvd
101 E Kennedy Blvd, Pbig Florida Pwm Tampa
Tampa FL 33602
Advisors at this office
103
Florida · Kentucky · Texas
12 years of industry experience
BANK of AMERICA, N.A.
2015 - Present • 11 years
Tampa, FL
Merrill
2015 - Present • 11 years
Tampa, FL
Morgan Stanley
2014 - 2015 • 1 year
Tampa, FL
Northwestern Mutual Investment Management
2014 - 2014 • 1 year
Center Valley, PA
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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