Dustin Trail
Community Builder | Integrated Wealth Management Advisor |
- Role
- Financial Representative at Northwestern Mutual
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Dustin Trail
Plan, Protect & Prosper is the name of the game. As a financial planner with Northwestern Mutual I work with clients to identify their financial security needs and then focus on solutions that can help make their goals a reality. I rely not only on my own knowledge and experience, but also on the expertise of a team of specialists. For additional information, send me a LinkedIn message or visit my website. Appreciate you for stopping by and looking forward to connecting. Direct
Experience
Financial Representative
Jan 2023 — Present · Los Angeles, CA, US
I offer a personalized approach to providing customized financial solutions tailored to each client\'s individual needs, and to help ensure that client\'s needs are met at every life stage. What my clients can expect from me: Personalized planning Detailed recommendations Accountability to their goals Trust and transparency An integrated digital experience to track results When we can align your vision with our planning expertise, we can build together a plan that will put you exactly where you want to be throughout the changing tides of your life. Executing your dreams into a reality starts with putting your trust in myself and my team by setting up an introductory phone call. Let’s Connect: d••••••••@nm.com
Education
Elms College
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
2011 — 2014
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