Jaime Cuellar

About Jaime Cuellar

Never take opportunity for granted. Growing up in El Salvador taught me many things including the importance of family, the importance of hard work, and the importance of recognizing opportunity. In today’s world, opportunity is often defined by access to wealth accumulation. My time as a banker and trader at one of the world’s largest banks taught me the fundamentals and inside paths of the markets. While it is exciting to deal with exorbitantly large transactions on behalf of the banks, ultimately, I wanted to have a more direct impact on families like mine. I believe everyone should have access to financial education and the opportunity for wealth accumulation, so I took my passion and vast knowledge of finance and decided to share it with you. Together, we define your goals to build a strategy to help you achieve your best path forward. Growing your assets, diversifying your risk portfolio, saving for your children’s future, creating tax efficiencies—whatever your goals may be, they are all possible when you have the right plan in place. Whether you’re still working on student loans, scaling your own business, or climbing the corporate ladder, each of you are creating your own story. I’m here to listen to your dreams and ensure you are taking advantage of every opportunity to make your hard-earned dollars work for you. Initial conversations are free, so let’s see what opportunities await you. J••••••••@nm.com

Experience

1. Financial Advisor

   Northwestern Mutual

   Mar 2018 — Present · Charlotte, NC, US

   I believe everyone should have access to financial education and the opportunity for wealth accumulation.Together we uncover opportunities you didn’t realize you had. We build a strategy to help you achieve your best path forward. Growing your assets, diversifying your risk portfolio, saving for your children’s future, creating tax efficiencies—whatever your goals may be, they are all possible when you have the right plan in place.

Education

• Darla Moore School of Business

  Master of Business Administration (MBA), Finance

  2013 — 2014

• Darla Moore School of Business

  Bachelor of Science, Business Administration; Finance; Global Supply Chain and Operations Management

  2004 — 2009