Natalie Foy, CFP®, CFA
About Natalie Foy, CFP®, CFA
Hi! I’m Natalie. I joined Greenway Wealth Advisors, an independent financial advisory firm located in Charlotte, NC, in June 2020. But my heart has been with Greenway for longer; my husband, Nick, founded Greenway in 2018.
Greenway’s mission is to help generous people improve their margin so they have more time and more money to pursue what’s most important to them. We love to serve the needs of Generation X & Y clients who tend to have views on money, finances, and retirement that are very different from those of prior generations.
Prior to joining Greenway, I spent 15 years in banking. My banking experience was mostly on trading desks as a credit analyst or as a portfolio manager, and I loved the energy, the people, and the ability to think critically and act quickly on the spot.
I decided to make a move to personal wealth management because I wanted to use a broader skill set, and I wanted to work with people like you! I love what I do. I love hearing your stories, learning about your dreams, and helping you process big and small decisions.
I grew up in the east bay of San Francisco, but have called Charlotte home since graduating from the University of Richmond (go Spiders!) with a B.S. in Business Administration with Magna Cum Laude honors in 2005. I am a CFA charter holder and have earned the CERTIFIED FINANCIAL PLANNER™ designation. I volunteer as a financial advisor mentor for 3rd Decade, writing coach with Carolina Youth Coalition, and Treasurer for my kids’ school.
Nick and I have two kids, Theo and Nora, who keep us on our toes. In my free time, you can find me running with friends in an early morning workout group, hiking with family, or watching (and coaching) kids’ sports teams.