Jenny Phillips Northwestern Mutual
Financial Advisor
- Role
- Financial Advisor at Northwestern Mutual
- Location
- Charleston, SC, US
- LinkedIn followers
- 500 followers
About Jenny Phillips Northwestern Mutual
After tragedy, trauma, life lessons, and a lot of self-evaluation, I answered a LinkedIn message a couple years ago that changed the trajectory of my families life. Born and raised in Illinois, I was the first female in 5 generations, to working class parents, and a rich family legacy of farming agriculture. I am a wife, a mother to 3, a special needs mama bear who will fight for advocacy and inclusion. I enjoy intellectual long talks, crafting, boating or anything related to water. I joined Northwestern Mutual above other financial firms because of their ethical and mutual financial planning platform that was unlike any other advising I have ever had in my personal financial planning experience. I also have a large pool of talented advisors to team up with so that my clients get customized one-on-one planning with the best of the best. This unique approach allows me to help my clients first and foremost make confident decisions that will leave legacy and a life fulfilled. Redefining money, educating on current situations, and uncovering the Real Real of my clients goals is what I love best. Money fuels business and the economy, why aren’t you letting it fuel your dreams? Specialties:+ High Profile|Entertainment|Music Industry + Special needs family planning + Successful women + Medical professionals + Small business and Agriculture + Estate & Legacy planning + Wealth Management What to expect from our meeting- In-depth review of current situation & uncover your REAL goals - Optimize income, student loans, 401k, stock options, and Emergency funding - Automated savings, risk adversity - Consolidate retirement accounts - Tax-intelligent planning - Develop customized strategy to make your money work harder for you - An accountability partner to make sure you’re on track for years to come To schedule your own Customized Financial Plan visit
Experience
Financial Advisor
Jul 2018 — Present · Charleston, SC, US
Education
Millikin University
B.A., Biology
2007 — 2008
Indiana Wesleyan University
Master of Business Administration (MBA), Project Management
2013 — 2015
University of Illinois Chicago
B.S., Biology pre-med
2003 — 2006
The American College of Financial Services
ChSNC, Special Needs Financial Consulting
2020 — 2021
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