Phil Schlemmer
Wealth Management Advisor | CFP®| CFA®| CLU®| RICP®| WMCP®
- Role
- Wealth Management Advisor at Northwestern Mutual
- Location
- Sterling, VA, US
- LinkedIn followers
- 500 followers
About Phil Schlemmer
In the financial world, your integrity, competence, and work all matter. As a comprehensive financial advisor, I firmly believe in the benefits of protection and opportunity that come with a thorough financial plan. I help people understand what they need to know and why it is important.I partner with Northwestern Mutual because of the company’s strong alignment with my own ethics and values. Clients place their trust in me to get their planning done the right way, and I take that responsibility seriously. Northwestern Mutual provides the best platform to support my clients’ goals while giving them peace of mind and clarity in working with us.My clients gain unique access to a leading financial institution while also enjoying the advantages that can only be provided by a dedicated advocate for their needs. I specialize in navigating clients through:• Comprehensive Financial and Retirement Planning• Tax Efficient Accumulation and Distribution Strategies• Investment Management• Life PlanningIf I can help you or someone you know, please contact me: or p••••••••@nm.com
Experience
Wealth Management Advisor
Jun 2010 — Present
Education
Virginia Tech
B.S.
1983 — 1987
The George Washington University School of Business
MBA
1996 — 1998
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