Natalie Scruggs, Relationship Manager, has been with Visionary Square since April 2026. She supports day-to-day business operations and partner firms, ensuring timely resolutions and providing key insights through reporting and analysis.
Prior to joining Visionary Square, Natalie served as a Relationship Manager at BNY Pershing and as a Sales Support Specialist at Brighthouse Financial. She earned her Bachelor of Science in Business Administration with a concentration in Financial Services from East Carolina University and holds her Series 7, Series 6 and Series 63 licenses.
Raised in Rockwell, NC, she has called Charlotte home for the past 10 years, where she lives with her husband. Outside of work, Natalie enjoys traveling, exploring new restaurants and experiences, staying active with Pilates and walks, and spending time with friends and family.
Natalie Scruggs
Relationship Manager
Natalie Scruggs, Relationship Manager, has been with Visionary Square since April 2026. She supports day-to-day business operations and partner firms, ensuring timely resolutions and providing key insights through reporting and analysis.
Prior to joining Visionary Square, Natalie served as a Relationship Manager at BNY Pershing and as a Sales Support Specialist at Brighthouse Financial. She earned her Bachelor of Science in Business Administration with a concentration in Financial Services from East Carolina University and holds her Series 7, Series 6 and Series 63 licenses.
Raised in Rockwell, NC, she has called Charlotte home for the past 10 years, where she lives with her husband. Outside of work, Natalie enjoys traveling, exploring new restaurants and experiences, staying active with Pilates and walks, and spending time with friends and family.