Let's move forward. Together.

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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Natalie Brownfield Barron CFP, CEPA, CRPS

Senior Vice President–Wealth Management

Natalie is a CERTIFIED FINANCIAL PLANNER™ professional and Senior Portfolio Manager. Creating strategies designed to help ensure her clients and their loved ones are financially secure for the future is one of Natalie's greatest passions. That’s why she begins each client relationship with a customized comprehensive financial plan. It’s especially important for clients who are navigating challenging life transitions like divorce, career change, retirement and loss. But to Natalie, everyone can benefit from the decision-making advice a financial plan provides. From helping highly compensated executives manage restricted stock and stock options to small- and middle-market business owners navigating the pre- and post-sale process, Natalie and her planning insight truly make a difference in the lives of her clients. Always a collaborator, she also works with her clients’ other advisors to provide well-aligned estate planning, insurance and tax-efficient investing and withdrawal strategies.

Outside of UBS Natalie is a Group Leader for ProVisors Seal Beach.  She volunteers with Memorial Care and the Memorial Medical Center Foundation.

Natalie holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent (CA License #:OF34434).
 

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • HI
  • IL
  • MA
  • MD
  • MI
  • MO
  • MT
  • NC
  • NM
  • NV
  • NY
  • OK
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI

Recognized as an industry leader:

  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2018The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
  • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2018, 2019, 2020The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.
  • Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes America’s Top Women Wealth Advisors, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
  • Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
  • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • B.A., speech communication; minor in business marketing, California State University, Long Beach

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Exit Planning Advisor
  • Chartered Retirement Plans Specialist
3030 Old Ranch Parkway
Suite 300
Seal Beach, CA 90740
  • (562) 343-9242

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