Northwestern Mutual
St. Augustine
Find a financial advisor in our St. Augustine office.
How it works: Tell us about yourself, see your best matches, then connect with your top pick.
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Leadership
Putting people first.
All of our leadership are dedicated to doing good for our clients, employees, and community.
Get to know our leadership team
Leadership at the St. Augustine office is dedicated to doing good for our clients, employees and community.
Jim Moretti
MBA, RICP®
Growth and Development Director
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
Amber Barrero
Riley Jarrell
ChFC®, QPFC
Financial Advisor
As a fourth-generation financial advisor, I uphold a family legacy of wisdom and trust. Growing up in a family dedicated to financial planning, I've gained invaluable insights and a commitment to personalized service. I am passionate about building lasting relationships based on trust and transparency, and helping you achieve your financial goals. Let's create your future together!
Anastasia Gray
CFP®
Wealth Management Advisor
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.
