Northwestern Mutual
Durham
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Showing 27 advisor(s) and rep(s)
CFP®
I joined Northwestern Mutual after 14 years in mortgage banking. As a long time client myself, I decided to join a team I believed in and is passionate about Northwestern Mutual's ability to help individuals, families, and businesses create a blue print to long term financial success. I reside in Chapel Hill with my wife Lauren and children Haydan, George and Kaitlyn.Visit my websiteExpertise: Business Continuation Planning, Business Risk Management, Business Succession Planning, Estate Planning, Financial Planning, Retirement Income Planning, Retirement Planning, Special Needs Planning, Investment Strategies, Life Insurance Planning, Long Term Care Planning, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning
Languages: English
Location: Durham NC, 27707
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CFP®
I specialize in working with driven, successful professionals looking for financial education, a comprehensive plan and a long-term relationship. My team and I focus on tax efficiency and wealth preservation to help people build a strong financial foundationVisit my websiteExpertise: Financial Planning, Estate Planning, Investment Strategies, Employee and Executive Benefits Planning, Business Continuation Planning, Business Risk Management, Business Succession Planning, Business Valuation Planning, Life Insurance Planning, Disability Income Planning, Long Term Care Planning, Retirement Planning, Retirement Income Planning, Wealth Management, Education Funding
Languages: English
Location: Durham NC, 27707
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CFP®, ChFC®
An outdoorsman and learner at heart, my passion for finance and economics took over after a terrible longboarding accident. The accident resulted in a clean break of my femur, a break that often leads to a life spent in a wheelchair or worse. I am determined to help as many people as possible, through my career as an advisor and my personal life outside of Northwestern Mutual.Visit my websiteExpertise: Financial Planning, Retirement Planning, Education Funding, Investment Strategies, Life Insurance Planning, Employee and Executive Benefits Planning, Business Risk Management, Business Continuation Planning, Business Valuation Planning, Estate Planning, Business Succession Planning, Private Client Services, Qualified Plan Benchmarking, Qualified Plan Design Assistance, Qualified Plan Employee Education, Qualified Plan Fiduciary Education, Retirement Income Planning, Disability Income Planning, Wealth Management, Trust Services, Long Term Care Planning, Special Needs Planning
Languages: English
Location: Durham NC, 27707
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CFP®, CLU®, ChFC®, CASL®, CLTC®
I am a proud member of the sandwich generation. While juggling motherhood, career, and a sick parent for 3 years, I saw first-hand the importance of long term care planning. I am committed to helping individuals and couples think through how a need for extended care would impact their lives and those of their families so that together we can protect family relationships and financial security.Visit my websiteExpertise: Long Term Care Planning, Life Insurance Planning
Languages: English
Location: Durham NC, 27707
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Expertise: Retirement Planning, Investment Strategies, Education Funding, Life Insurance Planning, Disability Income Planning, Long Term Care Planning, Estate Planning, Special Needs Planning, Trust Services, Business Risk Management
Languages: English
Location: Durham NC, 27707
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Expertise: Financial Planning, Business Risk Management, Disability Income Planning, Life Insurance Planning, Retirement Planning, Education Funding, Business Succession Planning
Languages: English
Location: Durham NC, 27707
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CFP®, ChFC®, CASL®, MSFS, ChSNC®
With almost twenty-five years of experience in the financial services industry, Todd has developed a practice that specializes in working with professionals to help them plan for and achieve their long term goals while protecting those they love.Visit my websiteExpertise: Wealth Management, Retirement Income Planning, Fee-Based Financial Planning, Business Continuation Planning, Employee and Executive Benefits Planning
Languages: English
Location: Durham NC, 27707
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