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Financial Advisor   

$40MM AUM | $600,000 GDC in Southborough, MA

Member Level
Basic
Last Activity
within 3 months

Business Mix:

25% Comm
75% Fee

General

Location
Southborough, MA, US
12 Month Gross Revenue
$600,000
Number of Accounts
350
Avg Client Age
50

Overview

I am a CFP, CLU, ChFC, CASL, RICP Wealth Management Advisor at Northwestern Mutual since 1999. My practice is comprised of insurance, investments, as well as with fee based financial planning.

Most of the new clients that I am attracting are somewhere between 10 years before they retire to 5 years after they have retired. We help our clients with how to most efficiently position themselves for retirement income distribution planning.

We are in expansion mode and are looking to significantly increase our fee based AUM.

We feel like we are very well positioned to take on and to serve a lot of new clients with some of the strategic moves that we have made recently.

 
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