Personal
A longtime resident of St. Charles, IL, Paul is married to Bridget and they have three lovely children, Madeline, Mary and Danny. Paul enjoys golf, reading, travel and helping others achieve financial success.
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
Paul McNellis is recognized as a Financial Advisor with Northwestern Mutual Chicagoland and works in the Bank-Owned Life Insurance (BOLI), Corporate-Owned Life Insurance (COLI) and personal marketplace.
In March 2000, Paul McNellis began his career in Financial Services with the investment arm of the 7th largest bank in North America; The Canadian Imperial Bank of Commerce (CIBC Oppenheimer, Chicago, IL). As a fixed income specialist, his client list included 3 members of the Fortune 500, including one of the largest banks/financial services conglomerate in the United States.
In addition to his state insurance licenses, Paul McNellis holds Series 7 and 63, is a registered representative with Northwestern Mutual Investment Services, LLC. Since 2004 Paul is a six time Northwestern Mutual Forum qualifier.
Years of Experience
Representing Northwestern Mutual since 2002.
Education
University of Colorado-Boulder, Psychology (Bachelor of Science)
Awards and Recognition
- Million Dollar Round Table Qualifying Member 2004-2007, 2009-2011
- MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
- National Quality Award 2005, 2007
- Award recognizing persistency and performance
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.
