Natasha Belton

As a Client Relationship Specialist, Natasha is the primary contact for clients’ day-to-day needs. Her responsibilities include client onboarding, money movement, gift processing, investment performance reporting, and providing tax information. Natasha develops close relationships with her clients to ensure consistent and exceptional service. She also supports our portfolio management and wealth planning professionals.

Natasha brings over 20 years of experience in the financial services industry. Prior to joining Bradley Foster & Sargent, she was employed as a Retirement Plan Counselor with Empower.

In her free time, Natasha finds joy in cherishing moments with beloved family and friends. Whether it’s a laughter-filled cookout in the backyard, working out, or a fun-filled day at the beach, she thrives on creating lasting memories in the company of those held dear.