Jim Patton
CLU® ChFC® RICP® WMCP® AEP®Private Wealth AdvisorWilco Wealth PartnersNorthwestern Mutual
- Role
- Wealth Management Advisor at Northwestern Mutual
- Location
- Franklin, TN, US
- LinkedIn followers
- 500 followers
About Jim Patton
CLU® ChFC® RICP® WMCP - Private Wealth Advisor, Northwestern Mutual
Experience
Wealth Management Advisor
Dec 2007 — Present
Jim relies not only on his own knowledge and experience, but also on the expertise of a team of specialists available through the Network. Together, they can provide innovative solutions and professional direction to help clients accomplish their objectives. Please let Jim know how he might be able to help you realize your vision for the future.
Education
University of Oklahoma Health Campus
Masters of Health Sciences
1997 — 1999
Olivet Nazarene University
B.S.
1993 — 1997
Skills
- Life Insurance
- Finance
- Disability Insurance
- Long Term Care Insurance
- Retirement Planning
- Wealth Management
- Business Planning
- Group Benefit Plans
- Wealth Transfer
- Qualified Retirement Plans
- College Education Planning
- Strategic Planning
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