Natassia Najman

Natassia Najman is a Senior Planning Specialist in the Integrated Planning Group at Summit Financial LLC. She employs her expertise in estate planning strategies to support Financial Advisors and their clients, and to help achieve revenue goals. Natassia has most recently come from Rockefeller Capital Management as an Associate Trusts and Estates Advisor, working to advise UHNW clients, their attorneys, and advisors on fiduciary account management, tax, securities transfer, and state and federal laws governing trusts and estates to balance client’s interests, protect account assets, and minimize risk. Prior to Rockefeller, she held positions in both private practice as a Trusts and Estates and Tax Attorney, and the corporate Private Client/Wealth Management space. Natassia graduated with a Bachelor of Arts in Political Science & International Studies from the University of Miami, and a Juris Doctorate from Quinnipiac University School of Law.