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Natalie Nelson, CAIA®, MBA

Natalie Nelson, CAIA®MBA

Client Relationship Manager

Natalie.Nelson@sierrapacificwm.com

Natalie Nelson, the eldest daughter of Michael DuBoise, has recently joined Sierra Pacific Wealth Management as their newest team member and will be collaborating with her father. She graduated summa cum laude from Lipscomb University with double majors in Accounting and Finance. During her time at Lipscomb, Natalie played Division I soccer and was named the Atlantic Sun Conference Student Athlete of the Year for both 2016 and 2017. After earning her undergraduate degree, she started her career at Pacific Investment Management Company (PIMCO) as a mutual fund and ETF wholesaler. She earned an MBA in Finance, with distinction, from Vanderbilt University in 2022. Natalie then spent three years at Price Waterhouse Coopers (PWC), where she advised major banks on operational strategy, an experience she now brings to helping clients develop comprehensive, long-term financial plans. She holds Series 7, 63, and 65 securities licenses. Natalie also holds the CAIA (Chartered Alternative Investment Analyst) designation and has begun coursework in preparation for the CFP® exam. Natalie resides in Jacksonville, Florida, with her husband Zach, a Lieutenant Commander in the U.S. Navy, and their young daughter Amelia. Natalie can be reached at Natalie.Nelson@sierrapacificwm.com.