Nataliya V. Zook

CFP®, MBA

I’m a big proponent of curiosity. I believe the more you know, the better choices you can make – in and outside of finance. One of the wonderful aspects of the financial industry is that it is everchanging, and the opportunity to learn is always present.

220 Beiser Boulevard Dover, DE 19904
302-734-5826

Nataliya has been involved in the financial services industry since 2014. She was a wealth strategist for Wealth Management Group, LLC from 2017 until it joined with Savant in 2023. Prior to joining WMG, Nataliya worked in retail banking.

Nataliya earned a bachelor of science degree in finance and a master of business administration degree in finance, both from Wilmington University in New Castle, DE. She is a CERTIFIED FINANCIAL PLANNER™ professional.

Nataliya resides in Delaware with her husband, their two young children, and their dog. As a family, they enjoy camping, playing board games, and spending time outdoors. In her free time, Nataliya enjoys gardening, reading, going to the beach, baking, and crafting with her kids.


Education &
Designations

  • Wilmington University, New Castle, DE
    Bachelor of Science in Finance
    MBA in Finance
  • CERTIFIED FINANCIAL PLANNER™ professional

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.