Natalie Lauren Quinn

Employer firm

Elevation Point Wealth Partners, LLC CRD 137068

$8.29B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers
• CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 09/2020
  Student
  Athens, GA
• 03/2021 → 01/2024
  Northwestern Mutual Investment Services Llc
  Peachtree Cor, GA
• 09/2020 → 07/2021
  Philip Adra
  Peachtree Cor, GA
• 08/2021 → 02/2024
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 02/2024 → 01/2026
  Ubs Financial Services, Inc
  Atlanta, GA
• 01/2026 → Present
  Elevation Point Wealth Partners, Llc
  Alpharetta, GA

Previous Registrations

• 2024-05-10 → 2026-01-20
  Ubs Financial Services Inc.
  Atlanta, GA
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2024-05-08
• S63 Uniform Securities Agent State Law Examination
  2021-05-24

Designations

• Certified Financial Planner

Other Names

• Natalie Lauren Quinn