Northwestern’s High-Performing Mutual Advisors Recognized Among Industry Elite
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Posted: October 14, 2021 at 10:52 a.m. CDT|Update: 25 minutes ago
MILWAUKEE, October 14, 2021 / PRNewswire / – Northwestern Mutual today announced that several high-performing financial advisors affiliated with the company’s wealth management business have been recognized among the best in the industry in two snapshots of the top talent in the field. Forbes in the same way Working mother and SHOOK Research featured nearly 10 Northwestern Mutual finance professionals on their 2021 rosters, which highlight the nation’s top advisors based on industry experience, assets under management, compliance history and other factors.
âMore and more Americans are looking for financial experts to help them solve the complexities of their financial future,â said Aditi Javeri Gokhale, chief commercial officer of Northwestern Mutual and president of its investment products and services business. âI am incredibly proud that our qualified advisors are increasingly representative of this growing and diverse client base, and I congratulate those advisors who champion our unique and holistic approach to financial planning.
According to Working mother, Northwestern Mutual’s top wealth advisor moms include:
- Delynn Dolan Alexander, Aria Financial Services, Durham, North Carolina
- Jacqueline Armstrong Fish, LifeWorth Financial, Charlotte, North Carolina
- Christina collins, Mutual of the North-West, Chicago, Illinois.
- Jennifer torrey, Altius Wealth, Raleigh, North Carolina
- Tracy VanDyke, NorthStar Wealth Navigation, Leawood, Kan.
Those recognized as Forbes The best next-generation wealth advisors include:
- David Eisenhauer, Tailwinds Wealth Strategies Wealth Management and Insurance Solutions, Walnut Creek, California
- Jacqueline Armstrong Fish, LifeWorth Financial, Charlotte, North Carolina
- Robert roy, RMG Wealth Management Group, Wilbraham, Mass.
âThe recognition in these rankings is an incredible honor, and we are delighted to see so many of our highly talented heritage experts featured,â said Evamarie Schoenborn, CEO and President Northwestern Mutual Wealth Management Company. âThey compete at the top of their field, providing valuable advice to families and setting an incredible example for the next generation of counselors, including moms.â
Northwestern Mutual advisors continue to be recognized for their performance in helping meet the financial planning needs of their clients, and the company has also been honored by a variety of organizations for its focus on diversity and inclusion. Working mother recently identified it as one of her Best Companies for Dads in 2021, and the Corporate Respect Culture e-learning module won a Brandon Hall Award for Best Diversity Strategy, d equity and inclusion. In July, Northwestern Mutual achieved its third straight perfect score on the Disability Equality Index, one of the most robust disability inclusion benchmarking tools in the business world.
Northwestern Mutual Investment Services and Northwestern Mutual Wealth Management Company, which are subsidiaries of Northwestern Mutual, provide a variety of investment products and services to assist clients with financial protection, wealth accumulation, preservation and distribution of assets. These solutions include brokerage and advisory services, trust services and discretionary portfolio management for high net worth individuals.
About Northwestern Mutual
Northwestern Mutual has been helping individuals and businesses achieve financial security for over 160 years. Through a holistic planning approach, Northwestern Mutual combines the expertise of its financial professionals with a personalized digital experience and cutting-edge products to help clients plan what matters most. With $ 308.8 billion of total assets, $ 31.1 billion dollars in sales and $ 2 Trillion-dollar life insurance coverage in effect, Northwestern Mutual provides financial security to over 4.75 million people with life insurance, disability insurance and long-term care , annuities, and brokerage and advisory services. The company manages more than $ 200 billion investments held by its clients and held or managed through its wealth management and investment services activities. Northwestern Mutual ranks 102 on the 2020 FORTUNE 500 and is recognized by FORTUNE® as one of the âworld’s most admiredâ life insurance companies in 2021.
Northwestern Mutual is the trading name of The Northwestern Mutual Life Insurance Company (NM), Milwaukee, WI (life and disability insurance, annuities and life insurance with long-term care benefits) and its subsidiaries. The subsidiaries include Northwest Mutual Investment Services, LLC (NMIS) (securities), securities broker, registered investment adviser, member of FINRA and SIPC; Northwestern Mutual Wealth Management Company® (NMWMC) (fiduciary and fee financial planning services), federal savings bank; and Northwestern Long Term Care Insurance Company (NLTC).
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SOURCE Mutual of the North-West
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