Natalie Estabrooks works to simplify the complexities of financial services through her down-to-earth approach. She is passionate about helping her clients and works closely with them to identify goals and develop a plan that fits their needs.
Highly regarded in the industry and respected by the community, Natalie works with affluent individuals and business owners in the Greater Rochester community. Her approach includes maintaining consistent contact, providing planning strategies, and acting as liaison between planning professionals and family to help clients work toward their financial goals.
Natalie joined Wells Fargo Advisors in 2025 as a Senior Financial Advisor and Senior Vice President. She began her career in 2005, working as financial consultant at M&T Securities, and in 2012 joined ESL Investment Services, where she became a Wealth Manager and held a management role. She was issued her Chartered Financial Consultant (ChFC)* designation in 2023, and is FINRA Series 7, Series 26 and Series 63 registered*. She also has a NYS Life, Accident and Health Insurance license. In 2017, Bank Investment Consultant Magazine named Natalie one of the Top 100 Bank Investment Advisors** in the country.
Natalie serves as a board member of the Rochester Estate Planning Council and is a member of the Finance Committee for Lifespan of Greater Rochester. She has also contributed to the Rochester Business Journal. A long way from Long Island where she grew up, Natalie has developed a passion for farming and owns Bronson Berries Farmer’s Market in East Avon. In her free time, she enjoys spending time with her family enjoying the outdoors, fishing, boating and working on the family farm.
*AccreditationsChartered Financial Consultant® or ChFC® is a professional designation awarded by the American College to individuals who completed curriculum designed to prepare them to advise a full range of potential clients on a diverse set of financial matters. ChFC® designees gain expertise the financial planning process, risk management strategies, income tax strategies, retirement planning strategies, investment strategies, estate and gift-tax planning strategies, personal financial planning strategies as well as specialized strategies, including aiding divorcees and blended families, financial planning for families with special needs, serving the unique challenges of non-traditional families and LGBTQ clients, addressing the unique challenges associated with modern retirement income portfolios and applying behavioral finance strategies.
Series 7, 26 and 63 are examinations offered by FINRA (
Financial Industry Regulatory Authority). The Series 7 Examination is the General Securities Representative Qualification Examination. The Series 26 Examination is a licensing exam for individuals who supervise those selling mutual funds, variable annuities, and variable life insurance. It assesses the knowledge and skills required for the supervisory management of companies registered under the Investment Company Act of 1940. Series 63 is a securities license entitling the holder to solicit orders for any type of security in a particular state.
**Bank Investment Consultants ranked advisors by assigning a score between 1 and 11 on the following 6 variables: (1) assets under management; (2) trailing-12 month production; (3) percentage increase in AUM from the previous year; (4) percentage increase in T-12 production; (5) amount of fee business; and (6) the ratio of production-per-AUM. (Note: We defined 2015 AUM as the amount an advisor had as of Aug. 31, 2016. Likewise, for T-12 production, we used the 12-month period ending Aug. 31, 2016.)
