Northwestern Mutual
College Station
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Showing 7 advisor(s) and rep(s)
Expertise: Business Continuation Planning, Business Risk Management, Business Succession Planning, Business Valuation Planning, Estate Planning, Financial Planning, Retirement Planning, Special Needs Planning, Life Insurance Planning, Long Term Care Planning, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning
Languages: English
Location: College Station TX, 77845
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CLU®, ChFC®
Visit my websiteExpertise: Disability Income Planning, Education Funding, Employee and Executive Benefits Planning, Investment Strategies, Life Insurance Planning, Long Term Care Planning, Special Needs Planning
Languages: English
Location: College Station TX, 77845
FINRA BrokerCheck
CFP®, CLU®, ChFC®, RICP®
Will primarily works with Small Business Owners on their Personal and Business Financial Planning. Will moved to Texas from Americus, Georgia in 2010 and started his practice in Bryan/College Station and completed his CFP® in 2017. His wife, Allison, graduated from Texas A&M and worked in the Finance Department at Texas A&M's Mays Business School. They have two girls: Caroline and Anna Kate.Visit my websiteExpertise: Fee-Based Financial Planning, Retirement Planning, Investment Strategies, Financial Planning, Estate Planning, Wealth Management, Life Insurance Planning, Employee and Executive Benefits Planning
Languages: English
Location: College Station TX, 77845
FINRA BrokerCheck
Expertise: Business Continuation Planning, Business Risk Management, Business Succession Planning, Business Valuation Planning, Estate Planning, Financial Planning, Retirement Planning, Special Needs Planning, Life Insurance Planning, Long Term Care Planning, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning
Languages: English
Location: College Station TX, 77845
FINRA BrokerCheck
Expertise: Life Insurance Planning, Financial Planning, Disability Income Planning, Education Funding, Investment Strategies, Long Term Care Planning, Retirement Income Planning, Retirement Planning, Wealth Management
Languages: English
Location: College Station TX, 77845
FINRA BrokerCheck
CLU®, CLTC®, ChFC®
Casey Wright is the Managing Director for Northwestern Mutual in College Station, TX. He began his career as a Financial Representative with NM in 2000 in Fort Worth, TX and in 2016 was named MD of the College Station office. Throughout his career at NM, Casey has been focused on growth and education. He provides expertise in the areas of Business, Investment and Insurance Planning.Visit my websiteExpertise: Financial Planning, Retirement Planning
Languages: English
Location: College Station TX, 77845
FINRA BrokerCheck