Natalie Gallo brings a thoughtful and personalized approach to wealth management, drawing on years of experience advising ultra-high-net-worth families, closely held business owners, and multi-generational family enterprises. Prior to joining Regent Peak Wealth Advisors, Natalie worked at J.P. Morgan Private Bank, where she specialized in delivering customized financial strategies tailored to the unique complexities of significant wealth.

Natalie graduated magna cum laude from the University of Georgia with a Bachelor of Business Administration in Finance. Her strong academic foundation and industry experience have shaped her disciplined, client-first philosophy.

Natalie enjoys an active lifestyle beyond the office. She loves exploring new destinations through travel and staying centered with regular Pilates sessions. She lives in Buckhead with her spirited goldendoodle, Banks.

Natalie is committed to helping clients navigate the evolving needs of their financial lives with clarity, discretion, and care.