Desire Fowlkes
Financial Advisor @Northwestern Mutual
Signup · Get unlimited contacts
WORK HISTORY
Financial Advisor @Northwestern Mutual
At Northwestern Mutual, I am learning to be an integral member of our advisory team, providing financial planning and investment advisory services to an individual client base of all ages and stages of wealth. I take primary responsibility for all aspects of the client relationship, working closely with clients to fully understand their financial situation. In addition, we work to monitor market performance to develop and deliver investment advice and strategies accordingly. We execute accurate reporting, enabling one to analyze options and make financial recommendations. More importantly, we comply with federal, state, and local financial requirements by studying existing and new legislation, and maintaining compliance. Lastly, I continue training with classes, workshops, webinars, professional publications, professional networks and associations to master the fundamentals of financial planning, risk management, and investment management services.
EDUCATION
Seaford High School
Advanced Regents Diploma
University of Pittsburgh
Bachelor of Science - BS
ABOUT DESIRE FOWLKES
Experienced Community Habilitation Specialist with a demonstrated history of working in…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.