Northwestern Mutual
Fort Worth
Find a financial advisor in our Fort Worth office.
How it works: Tell us about yourself, see your best matches, then connect with your top pick.
Already working with someone? Find them here
Directory for financial advisors and representatives
REFINE:
Expertise
Certifications
Languages
Last Name
Locations
Showing 49 advisor(s) and rep(s)
CLTC®
Originally from Forney, Texas, and now based in Amarillo, James has been with the company for over 20 years. After graduating from West Texas A&M, he immediately pursed a career with Northwestern to help his community plan preemptively & comprehensively for any instance, good or bad. Today, his practice still centers around a holistic approach to take life step by step.Visit my websiteExpertise: Business Risk Management, Business Succession Planning, Estate Planning, Financial Planning, Business Continuation Planning, Retirement Planning, 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: Amarillo TX, 79119
FINRA BrokerCheckRICP®
I aim to be your go-to strategic partner who can help you achieve your goals. The best part of my job is working closely with driven individuals, families and hands-on business owners to develop plans that provide structure to their financial lives. After developing an understanding of who you are and what you want, we will work together to provide a clear vision for your future.Visit my websiteExpertise: Business Risk Management, Employee and Executive Benefits Planning, Estate Planning, Retirement Planning, Special Needs Planning, Business Valuation Planning, Disability Income Planning, Investment Strategies, Retirement Income Planning, Wealth Management, Private Client Services, Life Insurance Planning, Financial Planning, Business Succession Planning, Education Funding, Long Term Care Planning, Qualified Plan Employee Education, Qualified Plan Fiduciary Education, Qualified Plan Design Assistance, Qualified Plan Benchmarking, Trust Services, Business Continuation Planning
Languages: English
Location: Amarillo TX, 79101
FINRA BrokerCheckCFP®, CPWA®, CEPA®, RICP®
Visit my websiteLanguages: English
Location: Wichita Falls TX, 76308
FINRA BrokerCheckCLU®
Visit my websiteLanguages: English
Location: Wichita Falls TX, 76301
FINRA BrokerCheckExpertise: Financial Planning, Education Funding, Disability Income Planning, Investment Strategies, Retirement Planning, Wealth Management
Languages: English
Location: Fort Worth TX, 76102
FINRA BrokerCheckCLU®
Visit my websiteExpertise: Financial Planning, Retirement Planning
Languages: English
Location: Fort Worth TX, 76102
FINRA BrokerCheckExpertise: Business Continuation Planning, Business Risk Management, Business Succession Planning, Estate Planning, Financial Planning, Retirement Planning, Retirement Income Planning, 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: Fort Worth TX, 76102
FINRA BrokerCheckCLTC®
Visit my websiteExpertise: Business Succession Planning
Languages: English
Location: Amarillo TX, 79101
FINRA BrokerCheck