Heather Needham
Wealth Management Advisor|CDFA®
Personal
Heather Needham has spent most of her career in sales, marketing, and fundraising for local charities in the Madison area. When Northwestern Mutual approached her about a career that helps others to build a secure financial future, it seemed like a natural progression to join a company that does just that. Heather creates a unique plan specific to each individual, ensuring that risks and financial health are properly addressed with each client. She believes that education is key, and everyone deserves the opportunity to create a successful roadmap for their future. In her free time, Heather enjoys spending time her husband and family, spending time with friends, practicing yoga, and cooking.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Professional
Preparing for that next step in life isn't always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals and needs. Whether your goals include preparing for life events like retirement or college, or whether you're simply looking for life insurance, disability income insurance or long-term care planning, my goal is to deliver you a new level of attention, insight and capability.
Planning for Financial Security with Northwestern Mutual
Watch this short video to learn how Northwestern Mutual's comprehensive approach to personalized financial planning can help you achieve the future you envision.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
