David H Coldwell
Financial Representative|AEP®, CLU®, CLTC®
Professional
David Coldwell received his Certification in Long-Term Care (CLTC) from The Corporation for Long-Term Care Certification, Inc. and he earned the Chartered Life Underwriter (CLU) designation from The American College.
Associations and Memberships
- Member of the Society of Financial Service Professionals
- Physicians Nationwide
- David Coldwell is a member of Physicians Nationwide. Physicians Nationwide is a group of qualified and experienced Northwestern Mutual Financial Representatives who specialize in serving the unique financial needs of physicians.
- Million Dollar Round Table
- David Coldwell has been a member of Million Dollar Round Table for 41 years. MDRT is the premier association of financial professionals. MDRT status designation is granted for one years and members must apply every year to continue their affiliation with the MDRT.
- National Associations of Insurance and Financial Advisors
- David Coldwell has been a member of NAIFA for 46 years.
- Martin County Estate Planning Council
- David Coldwell has been a member of the Martin County Estate Planning Council for several years. MCEPC is the premier estate planning council for Martin County and the Treasure Coast.
Education
Bachelor of Arts in Liberal Education from Florida State University
Personal
Long time resident of Palm Beach Gardens, Florida
Married to Mary Elizabeth Showalter Coldwell
Sons Grant David Coldwell, CLTC, FR and Christopher Michael Coldwell
Honorable Discharged from the U.S. Coast Guard
Golfer, Boating, Boy Scouts
Get to know my dedicated team
David Coldwell is dedicated to helping clients succeed by conducting professional and caring service. David strives to always serve witht he client's best interest in mind with their personalized planning approach. Please call with any questions, concerns or comments. You are sure to get a quick, knowledgeable response. David's success can be directly attributed to the success of his associates and staff. Their goal is to properly guide clients in the direction of achieving both their personal and business goals.
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. Here are some of the organizations we partner with:
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.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
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.
