Wes Spiro
Financial Advisor|CFP®, CPA
Personal
A true Memphis native at heart, I now call Atlanta home where I live with my wife, Stacy and two sons, James and Ward.
I am a Tennessee Vols fan, enjoy playing golf, and have a passion for travel. So far, I have visited 3 continents and 20 countries. Some favorites have included: Thailand, Singapore, Portugal, Greece, Switzerland, Italy, and Costa Rica.
Professional
Years of Experience
After graduating from the University of Tennessee's Master in Accounting Program, I moved to Atlanta in 2011 to join PwC in the Private Company Service's Audit group. While at PwC, I helped my clients with financial statement audits of large private companies throughout the US. After a successful start to my career at PwC, I chose to follow in my father's footsteps at Northwestern Mutual in 2015. Now, as a 2nd generation advisor, I enjoy helping my clients achieve their vision of financial success. I am a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Public Accountant.
My Services
Through the financial planning process, my team provides insight on investments, retirement planning, business planning, education funding, estate planning, and risk management.
Certifications
CERTIFIED FINANCIAL PLANNER™ Professional
Bringing all the pieces of your financial life together is a challenging task. Today, more than ever, CERTIFIED FINANCIAL PLANNER™ professionals are an essential resource. From budgeting, to planning for retirement, to saving for education, to managing your insurance coverage. “Finances” doesn’t mean just one thing for most Americans — and “financial planning” means much more than just investing.
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 will make recommendations in your best interest.
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:
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.
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.
