Matthew Sweeney
Wealth Management Advisor at Northwestern Mutual
- Role
- Wealth Management Advisor at Northwestern Mutual
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Matthew Sweeney
My mission as a wealth management advisor at Northwestern Mutual is to help people identify their current financial picture with their future financial goals. Along with a Network of Specialists, I provide innovative solutions using world-class insurance services and internationally recognized investment products. Through this, I develop enduring relationships with my clients. For additional information, visit his web site at matthewsweeney.nm.com.
Experience
Wealth Management Advisor
Jan 2006 — Present
I rely not only on my own knowledge and experience, but also on the expertise of a team of specialists available through Northwestern Mutual. Together, we can provide innovative solutions and professional direction to help clients accomplish their objectives. Please let us know how we might be able to help you realize your vision for the future.
Education
University of Utah
Bachelor of Science, Economics and Geography
2002 — 2006
Skills
- Disability Insurance
- Life Insurance
- Finance
- Series 63
- Investments
- Financial Planning
- Mutual Funds
- Retirement
- Strategic Financial Planning
- Fixed Annuities
- Long Term Care Insurance
- Retirement Planning
- Series 7
- Insurance
- Long-Term Care
- 401k
- Key Person Insurance
- Securities
- Estate Planning
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