A business meeting around a table.
A business meeting around a table.

We have one of the best teams around

Shannon Ouellette has been recognized by Forbes as one of the top financial advisors in the country. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This would not have been possible without you.

 
Forbes
Forbes Best-In-State Wealth Advisors 2024
Forbes Best-In-State Top Women Wealth Advisors 2024
Forbes Best-In-State Wealth Advisors 2023 SHOOK
Forbes Top Women Wealth Advisors Best-In-State 2023 SHOOK Research
Forbes Best-In-State Wealth Advisors 2022 SHOOK Research
Forbes Top Women Wealth Advisors Best-In-State 2022 SHOOK Research
Forbes Top Women Wealth Advisors 2021 SHOOK Research

Forbes "Best-In-State Wealth Advisors" list (April 2025, April 2024, April 2023, April 2022),  data as of June 30th of preceding year. Forbes “America’s Top Women Wealth Advisors” list, (February 2025, February 2024, February 2023, February 2022, March 2021) based upon data as of September 30th of preceding year.  Research & rankings developed by SHOOK Research, LLC. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but may pay marketing fees to these organizations to promote the rating(s).  Rankings and recognitions are no guarantee of future investment success. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. 

 

 

Client Testimonial

Shannon is incredibly knowledgeable and approachable. She explains financial planning options in terms that I can easily understand. She is honest and forthright. I feel that she listens well and understands my financial and life goals. When I have questions or a financial concern, she gets back to me right away and takes the time to walk me through everything. It has truly been a pleasure working with her. After working with my previous advisor, there is no comparison!

Carolyn Lambert, Client | Business Owner | Boston, Massachusetts

Client Testimonial

She is incredibly smart, knowledgeable, and responsive. She has a great team and I trust her and the team completely. They always have my best interests at top of mind.

Ellen Eisner, Client | Retired, Philanthropist | Boston, Massachusetts

Client Testimonial

Shannon is so kind as well as incredibly smart. She has developed a plan that works for my unique circumstance.

Lisa Reilly, Client | Business Owner | Boston, Massachusetts
The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aa1, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4