Whalen Brown
Financial Advisor @Northwestern Mutual
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WORK HISTORY
Financial Advisor @Northwestern Mutual
Charlotte, NC, US
Assist clients in aligning their behaviors with their goals in order to achieve personal and financial security• Provide a cohesive financial plan specific to each client consisting of accumulation and distribution strategies, wealth preservation, and risk management• Implement structured buy-out agreements, buy-sell agreements, disability buyouts, Simple and SEP IRA\'s for business owners and their partners. Offer 401k and group benefit plans for growing entities
EDUCATION
Appalachian State University
Bachelor of Arts (B.A.)
SKILLS
ABOUT WHALEN BROWN
Whalen specializes in working with intelligent, responsible, and successful professionals…
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