Deidra E. Willis
Financial Advisor|CLU®, CFP®
Personal
Deidra is a fun and energetic connector! She has a knack for people and a sincere and unique way of bringing them together. She loves exploring places, challenges, and opportunities that adds to improving herself. Deidra is a Mississippi native. She is a Magna Cum Laude graduate of Mississippi State University with a B.A. in Banking and Finance. Deidra is heavily involved in the community and serves on various community service organizations in the local Charlotte community including her church, her sorority, Delta Sigma Theta Sorority Inc., and serves on the board of WEE (Women Embracing Excellence) and Career Mastered Magazine Executive Advisory Board. She enjoys bringing out the best in others, a great workout challenge, and redeeming time with dear family and friends.
Professional
Deidra is a CERTIFIED FINANCIAL PLANNER™ and Chartered Life Underwriter (CLU®)
CFP® CERTIFICATION: THE STANDARD OF EXCELLENCE. CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and know how to make recommendations in your best interest.
The CLU designation is the insurance profession's oldest standard of excellence. Today, it continues to be the credential for practitioners who desire to provide their clients with the security of life insurance and risk management.
Deidra’s vision is to empower each individual she has the opportunity to meet through financial knowledge, education and know how. Implementation follows knowledge. “The goal is to ensure you are better equipped to create wealth, sustain it, and preserve it for the next generation. Knowledge makes the key difference as it relates to money. It is truly by design to have the opportunity to serve others and impact present and future generations.”
Professionally, she has achieved regional and national level recognition with the Northwestern Mutual Wealth Management Company and speaks nationally to various organizations regarding the power of a plan.
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.
