Professional

Raul Tavdy received his Liberal Arts degree in Economics from Fordham University and has represented Northwestern Mutual since 1992. The thing which he enjoys most about his career at Northwestern Mutual is the ability to help his clients achieve a balance of protection and asset growth.

Raul, along with a network of Wealth Management Advisors and Specialists at Northwestern Mutual, works to create a personal plan based on each client's financial and personal needs and goals. The team provides financial services to high net worth individuals, families, and business enterprises by guiding them through comprehensive financial planning inclusive of asset management, retirement funding, risk management, estate preservation, and distribution.

Awards and Recognition

  • Million Dollar Round Table / Top of the Table Member
    MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT.
  • National Association of Insurance and Financial Advisors Quality Award
    Award recognizing commitment to excellence in service to clients and industry.
  • National Quality Award
    Award recognizing consistency and performance.
  • National Top 20 Qualifier
    Award recognizing Top 20 Advisors within Northwestern Mutual.
  • Eastern Regional Top 10 Qualifier
    Award recognizing Top 10 Advisors in Northwestern Mutual's Eastern Region.

Awards and Recognition

Million Dollar Round Table Qualifying Member 1999, 2001-2008
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

Million Dollar Round Table Qualifying/Life Member 2009-2022
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

National Association of Insurance and Financial Advisors Quality Award 2011-2015
Award recognizing commitment to excellence in service to clients and industry

National Quality Award 2003, 2007, 2009
Award recognizing persistency and performance

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

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:

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.

Visit partner website

Beads of Courage logo

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.

Visit partner website

Alex's Lemonade Stand logo