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Forbes Recognizes Nine Northwestern Mutual Financial Advisors on 2023 Top Women Wealth Advisors List
News provided byNorthwestern Mutual
Feb 07, 2023, 12:07 PM ET
MILWAUKEE, Feb. 7, 2023 /PRNewswire/ -- Northwestern Mutual announced that nine financial advisors affiliated with the Northwestern Mutual Wealth Management Company have been named to the 2023 Forbes Top Women Wealth Advisors Best-in-State lists.
The Northwestern Mutual advisors recognized on this year's Forbes lists include:
- Delynn Alexander – Aria Financial Services, Durham, N.C.
- Christina Collins – Northwestern Mutual Wealth Management, Chicago, Ill.
- Jacqueline Fish – LifeWorth Financial, Charlotte, N.C.
- Shannon Ouellette – Northwestern Mutual Wealth Management, Gardner, Mass.
- Julie Prince – Prince Financial Services, Seattle, Wash.
- Monica Sinha – Northwestern Mutual Wealth Management, Edina, Minn.
- Jennifer Torrey – Altius Wealth, Raleigh, N.C.
- Abby Tuttle – Northwestern Mutual Wealth Management, Clayton, Mo.
- Tracy VanDyke – NorthStar Wealth Navigation, Leawood, Kan.
"The comprehensive financial planning our accomplished advisors deliver – blending industry-leading risk and wealth solutions – ensures their clients can protect the wealth they've created while building future prosperity," said Aditi Javeri Gokhale, Northwestern Mutual's chief strategy officer, president of retail investments and head of institutional investments. "This proven approach to building financial security generates superior outcomes, and it is resonating in the marketplace more than ever thanks to our trusted and talented wealth management professionals."
"This is a well-deserved accolade for our exceptional financial advisors who, day after day, are helping to free their clients from financial anxiety and achieve their long-term goals," said Tim Gerend, chief distribution officer at Northwestern Mutual. "During these periods of uncertainty, providing value, stability and peace of mind is paramount, and that's what makes these skilled advisors – and Northwestern Mutual – truly stand out."
Northwestern Mutual is a leading provider of wealth management and investment solutions – with a growing number of clients turning to the company's financial advisors to help them protect and grow their wealth. The company's broad range of investment options, combined with its industry-leading risk protection solutions, gives clients the ability to achieve better long term financial outcomes.
About the Forbes Top Women Wealth Advisors and Best-in-State Lists
Forbes recognizes the top women advisors in America based on a set of qualitative and quantitative criteria, including in-person interviews, best practices, service and investing models, compliance records, revenue trends and assets under management. All advisors have a minimum of seven years' experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor their research partner – SHOOK – receive a fee in exchange for rankings. Rankings and recognitions are no guarantee of future investment success.
About Northwestern Mutual
Northwestern Mutual has been helping people and businesses achieve financial security for more than 165 years. Through a holistic planning approach, Northwestern Mutual combines the expertise of its financial professionals with a personalized digital experience and industry-leading products to help its clients plan for what's most important. With more than $561 billion in combined company and client assets, $34 billion in revenues, and $2.1 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to nearly five million people with life, disability income and long-term care insurance, annuities, and brokerage and advisory services. Northwestern Mutual ranked 97 on the 2022 FORTUNE 500.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM), Milwaukee, WI (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Subsidiaries include Northwestern Mutual Investment Services, LLC (NMIS) (investment brokerage services), broker-dealer, registered investment adviser, member FINRA and SIPC; the Northwestern Mutual Wealth Management Company® (NMWMC) (investment advisory and services), federal savings bank; and Northwestern Long Term Care Insurance Company (NLTC) (long-term care insurance). 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.
Delynn Alexander uses Aria Financial Services as a marketing name for doing business as a representative of Northwestern Mutual. Jacqueline Fish uses LifeWorth Financial as a marketing name for doing business as a representative of Northwestern Mutual. Juliette Prince uses Prince Financial Services as a marketing name for doing business as a representative of Northwestern Mutual. Tracy VanDyke uses NorthStar Wealth Navigation as a marketing name for doing business as a representative of Northwestern Mutual. Aria Financial Services, LifeWorth Financial, Prince Financial Services, and NorthStar Wealth Navigation are not registered investment advisers, broker-dealers, insurance agencies or federal savings banks.
Delynn Alexander, Christina Collins, Jacqueline Fish, Shannon Ouellette, Juliette Prince, Monica Sinha, Jennifer Torrey, Abigail Tuttle, and Tracy VanDyke are insurance agents of NM. Investment advisory services provided as Advisors of NMWMC. Investment brokerages services provided as Registered Representatives of NMIS.
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SOURCE Northwestern Mutual