Northwestern Mutual announced today the Connecticut-based advisors who have been named to the Forbes “Top Financial Security Professionals 2021” list. The list recognizes high-performing individuals within the financial industry based on criteria including industry experience, revenue, assets under management, client loyalty, compliance record, community involvement and best practices, among others.
Honorees provide holistic planning, focusing on highly skilled financial advice and risk mitigation. Of 250 individuals recognized, 70 of the honorees are Northwestern Mutual advisors from around the country.
America’s Top Financial Security Professionals Ranking follows the recognition of five Northwestern Mutual Wealth Management advisors on Working Mother and SHOOK Research’s 2021 Top Wealth Advisor Moms list and three advisors on Forbes Top Next-Gen Wealth Advisors list. Leading industry publications including Financial Planning, Financial Advisor, ThinkAdvisor and InvestmentNews consistently rank Northwestern Mutual Investment Services as a top independent broker-dealer by total revenue.
The Connecticut-based Northwestern Mutual advisors recognized in America’s Top Financial Security Professional Ranking 2021 are:
- Justin Charise, Westport, Conn.
- Matthew Greene, Norwalk, Conn.
- Todd Marschall, Old Greenwich, Conn.
- Bob Roth, West Hartford, Conn.
About Northwestern Mutual
Northwestern Mutual has been helping people and businesses achieve financial security for more than 160 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 $308.8 billion in total assets, $31.1 billion in revenues, and $2 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.75 million people with life, disability income and long-term care insurance, annuities, and brokerage and advisory services. The company manages more than $200 billion of investments owned by its clients and held or managed through its wealth management and investment services businesses. Northwestern Mutual ranks 102 on the 2020 FORTUNE 500 and is recognized by FORTUNE® as one of the “World’s Most Admired” life insurance companies in 2021.
