John J. Barrett
Wealth Management Advisor at Northwestern Mutual dba Spaeth Barrett Group
- Role
- Wealth Management Advisor at Northwestern Mutual
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About John J. Barrett
I am a Wealth Management Advisor with Northwestern Mutual Wealth Management Company…
Experience
Wealth Management Advisor
Jan 2001 — Present
I work with high net-worth individuals designing integrated and innovative wealth management strategies to assist in protecting, preserving and transferring wealth. My commitment is to listen to you so that I can help you achieve financial security for your family or business through collaborative fact-finding and goal setting. I create, implement and monitor your financial plan to help you achieve your goals and dreams and put your mind at ease. My team is committed to providing excellent service with integrity and knowledge.
Skills
- Retirement Planning
- Finance
- Strategic Planning
- Investments
- Leadership
- Financial Planning
- Wealth Management
- Insurance
- Mutual Funds
- Management
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