Natalie Trainor
Senior Relationship Manager

Natalie Hand Trainor is a senior relationship manager within the Beacon Pointe New Orleans office, overseeing account management and processes, and client service. Natalie earned her Bachelor of Arts degree and worked for several years in the financial services industry. She left the field to obtain her Associates Degree in nursing, which would play a pivotal role in her later career decisions. After leaving the nursing profession, Natalie sought a firm that truly cared for their clients. She was inspired by the strong family values she found at the firm, which emphasize caring for clients as family and ensuring that their financial health is the primary goal in every decision made. Natalie applies this same philosophy to her role whether she is opening or maintaining client accounts, responding to client inquiries, or preparing materials for client review. Natalie and her husband live in the New Orleans area with their two children. Outside of the office, she likes to spend time with her family and friends.


You are now leaving the website of Beacon Pointe Advisors and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Beacon Pointe Advisors. Beacon Pointe Advisors is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Beacon Pointe Advisors' website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security.

Privacy Preferences
When you visit our website, it may store information through your browser from specific services, usually in form of cookies. Here you can change your privacy preferences. Please note that blocking some types of cookies may impact your experience on our website and the services we offer.