Deidra Willis
CERTIFIED FINANCIAL PLANNER™ | Wealth Management Advisor | Charlotte Business Journal Women in Business
- Role
- Financial Advisor at Northwestern Mutual
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Deidra Willis
As a certified financial planner professional my mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial excellence, security, and legacy. I use a four-step approach in working with my clients to understand complex financial issues and how they can affect life goals — whether a client is working to achieve current financial success or to protect and preserve assets over the long-term. For additional information, send me a LinkedIn message or visit my website.To learn more about my specialties, visit my website.
Experience
Financial Advisor
Aug 2012 — Present
As a Financial Advisor, I offer a personalized approach to providing customized financial solutions tailored to each client\'s individual needs. This includes a needs-based analysis and financial solutions in the areas of insurance, investments, and clients\' ideas as it relates to financial security and long-term savings objectives.
Education
Mississippi State University - College of Business and Industry
Banking and Finance
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