Shanna McCormick
Wealth Management Advisor | Growth & Development Director at Northwestern Mutual
- Role
- Growth & Development Director and Financial Advisor at Northwestern Mutual
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
About Shanna McCormick
At Northwestern Mutual, we pioneer financial security, guiding clients through meticulous planning and risk management. Our team\'s dedication to fostering strong relationships has enabled us to empower the Raleigh community with robust financial solutions.With a focus on comprehensive estate and business planning, my role as both a Financial Advisor and Growth & Development Director is to ensure every individual and business we partner with is equipped for a prosperous future. Thanks to our collaborative efforts, we are transforming the landscape of financial preparedness.
Experience
Growth & Development Director and Financial Advisor
Sep 2013 — Present · Raleigh, NC, US
I help individuals achieve a more secure future for themselves, their families, and businesses by providing expert advice and a wide range of products and services to address their goals. I also play an active role in recruiting and developing talent for our team in the Raleigh office. If you or someone you know is looking to make a career change, feel free to contact myself or our Director of Selection, Chelsea St. John (c••••••••@nm.com). Some of my areas of expertise include-Business Continuation Planning-Business Risk Management-Business Succession Planning-Business Valuation Planning-Estate Planning-Financial Planning-Qualified Plan Benchmarking-Qualified Plan Design Assistance-Qualified Plan Employee Education-Qualified Plan Fiduciary Education-Retirement Income Planning-Retirement Planning-Special Needs Planning-Investment Strategies-Life Insurance Planning-Long Term Care Planning-Disability Income Planning-Education Funding-Employee and Executive Benefits Planning
Skills
- Social Media
- Team Building
- Management
- Leadership
- Relationship Building
- Team Leadership
- Process Improvement
- Marketing
- Microsoft Office
- Sales
- Portfolio Management
- Strategic Planning
- Project Management
- Customer Service
- Financial Planning
- Customer Satisfaction
- Banking
- Mutual Funds
- Risk Management
- Retirement Services
- Securities
- Public Speaking
- Finance
- Retirement Planning
- Business Analysis
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