Jessica Proctor
Executive Assistant to CEO
- Role
- Financial Advisor at Northwestern Mutual
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Jessica Proctor
Those who know me personally and professionally will tell you that I\'m relational and approachable, determined and ambitious, and logical and detail-oriented. I take great pride in my history as a competitive athlete and small business owner. After ten years of working in business and legal affairs, I chose to redirect my career. Becoming a Financial Advisor has allowed me to exercise my entrepreneurial spirit, be challenged in an industry with high standards, support high-net-worth individuals, lawyers, and small business owners in achieving their financial goals, and be part of a winning team!At Northwestern Mutual, I simplify financial planning for driven professionals, helping them navigate decisions around retirement, tax strategies, and wealth preservation. I believe in creating clear, actionable plans grounded in trust and transparency.I collaborate closely with my clients and their existing advisors—whether accountants, attorneys, or insurance providers—to ensure an integrated, comprehensive financial strategy. My goal is to provide strategic guidance at every stage, empowering clients to make informed decisions and build a secure financial future.Let’s connect to develop a personalized plan that aligns with your lifestyle and long-term g••••••••@nm.comWebsite: jessicaproctor.nm.com T: 31••••••••28th St Ste 327Santa Monica, CA 90405
Experience
Financial Advisor
Aug 2024 — Present · Santa Monica, CA, US
Education
California Western School of Law
Intellectual Property, Contract Negotiation
Florida State University
Bachelor of Business Administration, Marketing
2013 — 2017
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