Putting
people first.
Get to know our leadership team
Leadership at the Jacksonville office is dedicated to doing good for our clients, employees and community.
Jessica Salazar
MBA, CLU®, ChFC®, CLTC®
Managing Partner
My goal is to help clients come up with a strategic financial plan so they can live a stress free financial life. I’ll work with you to build a unique plan for the future to achieve your goals personally, professionally, and financially.
Our approach to Financial Planning is unique. Our team helps clients get laser clear on their goals and how they want to use and protect the wealth they create. We all work together to build a plan to help them achieve their vision. We enjoy serving clients who care about their financial wellness and specialize...
Our approach to Financial Planning is unique. Our team helps clients get laser clear on their goals and how they want to use and protect the wealth they create. We all work together to build a plan to help them achieve their vision. We enjoy serving clients who care about their financial wellness and specialize in planning for Physicians, Corporate Executives, and Business Owners.
After Princeton & Wall St., my heart found it's way to Africa. Sitting in the dirt with the most beautiful & resilient children, I found my calling to help families to become whole. Here at NM, I help families and businesses become whole financially. My powerful combination of intellect & care help take my...
After Princeton & Wall St., my heart found it's way to Africa. Sitting in the dirt with the most beautiful & resilient children, I found my calling to help families to become whole. Here at NM, I help families and businesses become whole financially. My powerful combination of intellect & care help take my clients to the next level in their planning & hit goals they never thought possible.
Melanie Noir-Jones
MBA
Chief Financial Officer
Donna Mahfouz
Chief Operations Officer
Liza Wrobel
Director of Training and Development
Colin Bernatt
Director of Supervision
After growing up near Pittsburgh, PA and studying Finance/Economics at the University of Pittsbugrh, I decided to leave the snow and cold weather and start my career in Jacksonvile Florida. After 10+ years at Merrill Lynch working in Financial Advising, FINRA Exam Coaching, Operations, and Supervision, with an...
After growing up near Pittsburgh, PA and studying Finance/Economics at the University of Pittsbugrh, I decided to leave the snow and cold weather and start my career in Jacksonvile Florida. After 10+ years at Merrill Lynch working in Financial Advising, FINRA Exam Coaching, Operations, and Supervision, with an emphasis on Global Financial Crime and International Wealth Management, I moved to Northwestern Mutual as the Director of Supervision to utilize the various skills I’ve developed in my career to help train associates, educate teammates about current industry policies, and serve as a leader in both the firm and the community. I currently hold my Series 7, 66, 9, 10, 2-15 Insurance license as well as continue to expand my knowledge by pursuing a Masters Degree through Harvard University, School of Extension Studies.
Leticia Pappadis
Executive Assistant
Chloe Verseput
Internship Development Officer
Corey and his team will deliver a concierge-style of service to help you achieve your financial goals. Based in the center of Manhattan, let Corey and his team be the center of your financial future by helping you through strategic planning for long-term success.
When it’s a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing to work with someone who has the ability and resources to best address those needs is the next. As your Wealth Management Advisor, I will listen, clarify and help prioritize...
When it’s a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing to work with someone who has the ability and resources to best address those needs is the next. As your Wealth Management Advisor, I will listen, clarify and help prioritize your goals and aspirations to help you achieve your vision for the future.
An Illinois native, Jacksonville University brought me down to Florida, the weather and people kept me here. I now reside in Ponte Vedra with my wife and four little boys. My team and I are passionate about helping our clients achieve their financial vision through a planning process that is motivating, educational...
An Illinois native, Jacksonville University brought me down to Florida, the weather and people kept me here. I now reside in Ponte Vedra with my wife and four little boys. My team and I are passionate about helping our clients achieve their financial vision through a planning process that is motivating, educational and transparent. We focus on tax efficiency in all phases of financial planning.
Are you concerned about making wrong decisions…anxious about not doing everything you could…frustrated with being sold to…feeling like you’re not being listened to by other advisors? With our Lazy Dollar Energizer System™, you can become extremely efficient with every single dollar so your money works...
Are you concerned about making wrong decisions…anxious about not doing everything you could…frustrated with being sold to…feeling like you’re not being listened to by other advisors? With our Lazy Dollar Energizer System™, you can become extremely efficient with every single dollar so your money works as hard for you as you worked for it. The process is easy...calming…freeing you to follow your heart.
Whether you are wanting to plan for your family or your business, Will and his team's personalized approach to financial planning starts with you, your life, family, and goals. We base your plan on your priorities. And as those priorities change throughout your life, we will work with you to shift the financial...
Whether you are wanting to plan for your family or your business, Will and his team's personalized approach to financial planning starts with you, your life, family, and goals. We base your plan on your priorities. And as those priorities change throughout your life, we will work with you to shift the financial strategies in your plan. Keeping your plan flexible and keeping you on track.
Jim has a ceramic engineering and business background. He has 2 children and lives in Ocala, FL. Jim has a nationwide practice, but also services his clients locally in The Villages, Ocala, and Gainesville. He is passionate about his kids, sports, and cooking. Reach out to Jim via: james.moretti@nm.com
I understand that financial planning means something unique to everyone. I’ll work with you to build a strategic plan for the future, complementing the good work you’ve already done to achieve your goals. The best part of my job is working closely with individuals, families and business owners to develop plans...
I understand that financial planning means something unique to everyone. I’ll work with you to build a strategic plan for the future, complementing the good work you’ve already done to achieve your goals. The best part of my job is working closely with individuals, families and business owners to develop plans that provide structure to their financial lives.
As a native of S. Florida, I have a passion for the development of the business community, recognizing the value of a multicultural approach. I work closely with my clients to help them identify their definition of financial security and then provide them with solutions that can help make their financial goals...
As a native of S. Florida, I have a passion for the development of the business community, recognizing the value of a multicultural approach. I work closely with my clients to help them identify their definition of financial security and then provide them with solutions that can help make their financial goals a reality.
I started my career at Northwestern Mutual while wrapping up at the University of Florida with a Finance degree in Business Administration. I understand that financial planning means something unique to everyone. I’ll work with you to build a strategic plan for the future, complementing the good work you’ve...
I started my career at Northwestern Mutual while wrapping up at the University of Florida with a Finance degree in Business Administration. I understand that financial planning means something unique to everyone. I’ll work with you to build a strategic plan for the future, complementing the good work you’ve already done to achieve your goals. Let’s talk!
"Long-term financial security doesn't happen by chance. Many things in life can have an impact - positive or negative - on your financial well-being. I'm here to help you take control of your future. Together we'll identify your most important goals and dreams, and build and implement a financial plan to help...
"Long-term financial security doesn't happen by chance. Many things in life can have an impact - positive or negative - on your financial well-being. I'm here to help you take control of your future. Together we'll identify your most important goals and dreams, and build and implement a financial plan to help you achieve them." Michelle Grippi Baker
Each of us has a different vision of what it means to be financially secure, and your vision is likely to change throughout your lifetime – when you begin your career, start a family, educate your children and enter retirement. I can help you create a personalized financial plan that has a firm foundation in...
Each of us has a different vision of what it means to be financially secure, and your vision is likely to change throughout your lifetime – when you begin your career, start a family, educate your children and enter retirement. I can help you create a personalized financial plan that has a firm foundation in your beliefs and addresses your hopes for the future.
Financial planning or the thought of looking into our finances can often times be scary or overwhelming. Our objective is to make it pain free and informative. Seeking to create a plan that creates clarity around our every day fears. Driving the financial plan is the house hold budget and with slight tweaks and...
Financial planning or the thought of looking into our finances can often times be scary or overwhelming. Our objective is to make it pain free and informative. Seeking to create a plan that creates clarity around our every day fears. Driving the financial plan is the house hold budget and with slight tweaks and our guidance you too can begin living life by design not default.
Amber Barrero
Director of Selection
Riley Jarrell
Financial Representative
Megan Lawson
Campus Recruiter
Kyle Zornes
Recruiter
Shaun Johnson
Recruiter
Kristina Landrum
Recruitment Coordinator
Zaria Williams
Recruiter