CFP®, MBA
Financial Advisor
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 ever-changing, and the opportunity to learn is always present.
Nataliya Zook serves as a financial advisor in our Dover, Delaware, office. As a CERTIFIED FINANCIAL PLANNER® professional, she helps individuals and families navigate various areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax strategies, retirement cash flow projections, retirement income optimization, insurance analysis, debt management, and education funding.
Nataliya began her career in financial services in 2014. Before joining Savant through its combination with Wealth Management Group, LLC in 2023, she worked as a wealth strategist at WMG and previously held roles in retail banking.
She earned both a bachelor’s degree in finance and a Master of Business Administration (MBA) in finance from Wilmington University in New Castle, Delaware.
Nataliya resides in Delaware with her husband, their two young children, and their beloved dogs. Together, her family enjoys spending quality time playing board games and engaging in various outdoor activities. In addition to these shared experiences, Nataliya finds that gardening, reading, and baking are good ways to unwind.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.