Nathalie's Story

With over 3 decades of industry experience, Nathalie  has dedicated her career to helping families and small businesses develop and execute cohesive, integrated financial plans designed to enhance and preserve wealth. She is committed to implementing a comprehensive approach to family wealth which addresses her clients’ most pressing concerns about their financial future, as well as their legacy. As such, she takes a disciplined, consultative approach to wealth management which begins with gaining a detailed understanding of all facets of a client’s life. This enables Nathalie  to put her clients’ entire financial picture in the right perspective.  A native of Montreal Canada and an alumni of McGill University, Nathalie has lived in Redondo Beach since 1992. She enjoys travel and is a long-time ballroom dance enthusiast. An active volunteer, Nathalie is always ready to help local charitable organizations in need of assistance.
Services Include
  • Wealth Management1
  • Retirement Planning2
  • Trust Accounts3
  • Estate Planning Strategies4
  • 401(k) Rollovers
  • Financial Planning5
  • Annuities6
  • Exchange Traded Funds7
  • Fixed Income8
  • Municipal Bonds9
  • Corporate Bonds10
  • Long Term Care Insurance11
  • Asset Management12
Securities Agent: AZ, CA, CO, CT, FL, GA, NV, NY, OR, TX, VA, WA; Investment Advisor Representative; General Securities Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1369304
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Planning a New Beginning Starts with Getting to Know You

WE WORK WITH YOU TO UNDERSTAND YOUR FINANCIAL PRIORITIES:
  • Determine how much you need to maintain your desired lifestyle
  • Develop a budget
  • Identify unexpected expenses
  • Determine whether current investments are suitable, given their new economic circumstances
  • Protect children through appropriate insurance vehicles and estate planning
The Result:
  • A portfolio calibrated to your specific needs

Setting Goals According to Your Needs

As your life stage changes, so do your goals - our platform allows you to look across your assets and liabilities to help you adapt your strategy to meet those changing demands.

    4 Step Process

    ESTABLISH FINANCIAL OBJECTIVES
    Work with you to establish a realistic set of objectives based on:
    Your financial goals
    Time horizon
    Liquidity needs
    Tolerance to volatility and risk

    DEFINE INVESTMENT STRATEGY
    Develop an investment strategy designed to help produce optimal portfolio performance
    Seek to generate the highest return potential consistent with the strategy’s level of risk

    EVALUATE AND SELECT INVESTMENTS
    Leverage the global resources of Morgan Stanley to select investments to implement your personal strategy

    ONGOING REVIEW PROCESS
    Monitor your portfolio to track its performance relative to your stated objectives
    Modify the portfolio on a discretionary basis as your needs and circumstances change over time

      Education

      • Mc Gill University, Montreal, Canada
      • Chartered Financial Planner, Canada 1990

      Location

      21250 Hawthorne Blvd
      Ste 650
      Torrance, CA 90503
      US
      Direct:
      (310) 543-0218(310) 543-0218
      Toll Free:
      (800) 221-8764(800) 221-8764
      Fax:
      (310) 347-4362(310) 347-4362
      Investment and Market Perspectives

      On the Markets

      Retirement

      Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
      • 401(k) Rollovers
      • IRA Plans
      • Retirement Income Strategies
      • Retirement Plan Participants
      • Annuities
      The Simple Six-Step Retirement Checkup

      The Simple Six-Step Retirement Checkup

      Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

      Investing

      Working closely with you to guide your wealth and investments through the most challenging market cycles.
      • Asset Management
      • Wealth Planning
      • Traditional Investments
      • Alternative Investments
      • Impact Investing
      Five Smart Strategies to Use a Bonus or Raise

      Five Smart Strategies to Use a Bonus or Raise

      Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

      Family

      Creating customized financial strategies for the challenges that today's families face.
      • Estate Planning Strategies
      • 529 Plans / Education Savings Planning
      • Long Term Care Insurance
      • Special Needs Planning
      • Trust Services
      Financial Transition: A Guide for Women

      Financial Transition: A Guide for Women

      Here's how to take control of your finances if a death or divorce leaves you holding the reins.

      Business Planning

      Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
      • Succession Planning
      • Business Planning
      • Retirement Plan Sponsors
      • Qualified Retirement Plans
      • Corporate Pension Funds
      6 Keys to Building a Startup

      6 Keys to Building a Startup

      Entrepreneurs share ideas and learnings from the experience of starting a company.

      Philanthropy

      Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
      • Endowments
      • Foundations
      • Donor Advised Funds
      • Impact Investing
      A New Roadmap for Mission Alignment

      A New Roadmap for Mission Alignment

      Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

      More from Morgan Stanley

      Your Financial World. On the Go.

      Your Financial World. On the Go.

      With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
      Learn more about Your Financial World. On the Go.
      Reserved | Living & Giving

      Reserved | Living & Giving

      Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
      Learn more about Reserved | Living & Giving
      Sign Up for eDelivery

      Sign Up for eDelivery

      With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
      Learn more about Sign Up for eDelivery
      Access Morgan Stanley Online

      Access Morgan Stanley Online

      Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
      Learn more about Access Morgan Stanley Online
      Ready to start a conversation? Contact Nathalie R Cohen today.
      Market Information Delayed 20 Minutes
      1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

      4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

      5Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

      6Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      7An investment in an exchange-traded fund involves risks similar to those of investing in a broadly based portfolio of equity securities traded on exchange in the relevant securities market, such as market fluctuations caused by such factors as economic and political developments, changes in interest rates and perceived trends in stock prices. The investment return and principal value of ETF investments will fluctuate, so that an investor's ETF shares, if or when sold, may be worth more or less than the original cost.

      8Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

      9Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.

      10Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

      11Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      12Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

      Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

      The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

      Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

      The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

      *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


      CRC 2019752 10/2018