Natasha Beard is a Senior Executive Assistant with nearly two decades of experience in the financial industry, having started her career in 2004. She has developed her expertise through roles at leading firms such as UBS and Smith Barney, which later became Morgan Stanley. Known for her dedication to exceptional client support, Natasha is committed to providing seamless, personalized service that aligns with clients' unique financial goals.
A Santa Clarita resident since 1997, Natasha is deeply rooted in her community. She is a proud mother of five and actively supports her family as the Team Manager for her son’s football league. Outside of work, she enjoys traveling, attending musicals, and immersing herself in music. Natasha’s blend of professional expertise and personal passion makes her an invaluable member of our team.