Raleigh

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- Long-term care

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- Life insurance
- Disability insurance
- Long-term care
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Raleigh office.

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Putting
people first.

Get to know our leadership team

Leadership at the Raleigh office is dedicated to doing good for our clients, employees and community.

Douglas Berry

CLU®, CFP®

Managing Partner

Taylor Coleman

CFP®, CLU®, ChFC®

District Director

Chelsea St John

Director of Recruitment and Selection

Claire Anderson

Campus Recruiter

Shanna McCormick

Growth and Development Director

Sebastian Zuhr

College Unit Director

Daniel Edgar

Chief Financial Officer

Allison Rathke

CLF®

Chief Experience Officer

Johnathan Williams

CFP®, CLU®, ChFC®

Wealth Management Advisor

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Raleigh

Our location

1201 Edwards Mill Rd Ste 200
Raleigh, NC 27607

919-834-7772

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Third Party Links

Other locations
in our network

Durham
Greensboro
Wilmington

To learn more about Northwestern Mutual Investment Services, LLC
and its financial
representatives, visit: FINRA BrokerCheck

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.

Securities and Mutual Fund orders can only be placed by phone or in person. We will not process orders sent electronically, including but not limited to, communications sent via the Internet, mobile and cellular technologies, and electronic mail. Also, communications transmitted by you electronically represents your consent to two-way communication by electronic means. If you receive communications in error, please contact the sender and delete the material from any electronic means on which it exists.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) (life and disability Insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC) (long-term care insurance), Northwestern Mutual Investment Services, LLC (NMIS) (investment brokerage services), a registered investment adviser, broker-dealer, and member of (FINRA) and (SIPC), and Northwestern Mutual Wealth Management Company® (NMWMC) (investment advisory and trust services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.

Douglas S Berry is a General Agent of NM, NLTC and a Registered Representative of NMIS. Managing Partners are not in legal partnership with each other, NM, or its subsidiaries.

Douglas S Berry, General Agent, Northwestern Mutual has Financial Representatives that are primarily licensed in NC.

AR License: 8373051
CA License: 0F59400
NPN: 8373051

The products and services referenced are offered and sold only by appropriately appointed and licensed entities and financial advisors and representatives. Financial advisors and representatives and their staff might not represent all entities shown or provide all the products or services discussed on this website. Not all products and services are available in all states. Not all Northwestern Mutual representatives are advisors. Only those representatives with "Advisor" in their title or who otherwise disclose their status as an advisor of NMWMC are credentialed as NMWMC representatives to provide investment advisory services.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

The Chartered Advisor for Senior Living (CASL®) designation is conferred by The American College of Financial Services.

Claire Anderson, Layla Brinkley, Christina Brown, Stephen Byrd, Melissa Craighill, Cassandra Davis, Emily Goodall, Emily Huckabee, Lindsey Jackman, Emily James, Jonathan Janis, Makenzie Kuchmaner, Trace Linton, Craven Lowe, Meredith Modjewski, Megan Parker, Josie Secola, Paige Shevlin, Mary Silver, Allison Snider, Chelsea St John, Justin Stewart, Ashlee Stradford and Lori Taylor are employed by the General Agent and associated with the local office listed. Recruiters are not licensed insurance agents, registered representatives of a broker-dealer, investment adviser representatives of a registered investment adviser, or representatives of a federal savings bank.

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