About me
I became a financial advisor to help people preserve and grow wealth using tax efficient strategies. I work primarily in the virtual space, with clients all over the country.
My mission is to simplify how you see money and make financial concepts a little bit easier to grasp. I run my business independently through a partnership with Northwestern Mutual, working only in my client's best interests and providing unbiased advice and recommendations.
To learn more, please contact me at Alexa.Philbrick@NM.com or call my work line 860-818-2284.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. We partner with Alex's Lemonade Stand to accomplish this goal!
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
PanCAN
PanCAN’s vision is to create a world in which all patients with pancreatic cancer will thrive.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
I had the honor of attending our 277th Fastrack Academy with 59 of the top young advisors at Northwestern Mutual. It was an incredible experience, including aspects of business and personal growth.
Northwestern Mutual cultivated an experience that was supportive, educational and revitalizing for my business. I look forward to what the next year will bring and am proud to work for a company that promotes and encourages growth and puts our client's best interest first. I love my job!
