JoAnn D Murtha

JoAnn Murtha is a life-long resident of Racine. She has three married children and loves spending time with her seven grandchildren.  In her personal time, she enjoys photography, biking, golfing and traveling with her husband Bob.  They frequently spend time in Door County, WI with family and friends.  

As with her professional life, JoAnn Murtha believes strongly in giving back and participating in personal causes that affect her community. JoAnn has served on numerous Boards of Directors over the years in her community, including the UW-Parkside Foundation, Racine Symphony Orchestra, YWCA, and Racine Arts Council.  

JoAnn Murtha has been a Financial Advisor with Northwestern Mutual since 2004. After being in corporate America for 20 years in the banking industry, JoAnn changed careers because she wanted to create a meaningful impact in the lives of her clients while maintaining an entrepreneurial spirit. She chose Northwestern Mutual because of the strength, reputation and respect the organization has within her community.

Since joining Northwestern Mutual, JoAnn Murtha's practice has grown to encompass a diverse clientele surrounding a core clientele of women professionals and business owners. JoAnn enjoys leveraging Northwestern Mutual's network of specialists as resources for cases involving a high level of preparation, such as business needs and working with high net worth individuals.

JoAnn Murtha believes that professional involvement and development is an important aspect of being able to fully provide for her clients.  In addition to her MBA from Marquette University, JoAnn has received several professional designations from The American College such as:

• Chartered Life Underwriter, CLU® in February 2011
• Chartered Financial Consultant, ChFC® in April 2015
• Retirement Income Certified Professional, RICP® in May 2016.  
   
  JoAnn is an active member of the following organization:
• National Association of Insurance and Financial Advisors (NAIFA) is a national nonprofit organization representing the interests of more than 70,000 insurance and financial advisors nationwide, through its federation of over 900 state and local associations. Founded in 1890, NAIFA is the nation's largest financial services membership association.

Years of Experience

Representing Northwestern Mutual since 2004.

Education

• University of Wisconsin Parkside, Business Administration (Bachelor of Science)
• Marquette University, (MBA)

Awards and Recognition

• National Quality Award 2008-2009
  • Award recognizing persistency and performance

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.