Devin Vazquez

About Devin Vazquez

With a steadfast focus on wealth protection, accumulation, and preservation, our team at Northwestern Mutual customizes financial solutions to meet our clients\' unique life stages. Our approach to financial planning is rooted in a deep understanding of risk management, ensuring clients are safeguarded against unforeseen setbacks as they build their legacies.Our commitment to financial security is unwavering as we empower clients to achieve their goals with care and integrity. By providing needs-based analysis and tax-efficient wealth accumulation strategies, we facilitate the realization of dreams, from funding education to planning for a comfortable retirement.

Experience

1. Financial Representative

   Northwestern Mutual

   Aug 2019 — Present · Tampa/St. Petersburg, FL, US

   I offered a personalized approach to providing customized financial solutions tailored to each client\'s individual needs. I provided needs-based analysis and financial solutions to help ensure a client\'s needs are met at every life stage. I specialized in the following areas: 1. Wealth Protection & Risk Management 2. Wealth Accumualtion 3. Wealth Preservation & DistributionIn risk management, the foundation of the financial pyramid, you protect that which you can least afford to lose—your earning power.With that foundation firmly in place, I helped clients accumulate wealth in a tax-efficient manner for specific goals such as their children\'s education, retirement funding, or a future financial need.Success in the wealth and accumulation area creates the need to preserve and distribute that which you have worked so hard to accumulate.I worked closely with clients to develop customized solutions that meet long-term financial goals and objectives. I provided exclusive access to insurance products from top-rated company Northwestern Mutual, as well as disability income insurance, and an array of quality financial products and services available through our subsidiary companies and affiliates. The products I consulted on are listed below- Life Insurance - Disaiblity Insurance - Long-Term Care Insurance - Annuities - Investment/Portfolio Management - Mutual Funds - Education Funding - Cash Management - Retirement Plans - Advisory Programs and Services - Premium investment and wealth management programs and services for high net worth clients including- Comprehensive Financial Planning - Fee-Based Financial Planning - Private Client Services - Signature Advisory Programs - Trust Services

Education

• Hillsborough College

  Associate of Arts - AA, Liberal Arts and Sciences/Liberal Studies

  2008

Skills

• Telecommunications
• Team Leadership
• Customer Satisfaction
• Sales Operations
• Customer Retention
• Mobile Devices
• Customer Service
• Team Building