NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY - Key Persons
Job Titles:
- Associate Wealth Management Advisor
- Personal Trainer
As a personal trainer for your finances, Connor specializes in helping individuals and families gain clarity and confidence in their financial future. He believes that everyone deserves the right to plan for their future and be well-prepared for life's curveballs. He aspires to have clients leave every meeting feeling confident in the fact that they have a strong financial plan that will help them accomplish the things that matter most. Connor's approach is comprehensive, covering all seven areas of financial planning: cash flow management, insurance planning, investments, retirement planning, tax planning, education planning, and estate planning.
Job Titles:
- Associate Wealth Management Advisor
Michelle graduated from the University of North Texas with a bachelor's degree in finance. She actively holds her Series 7 securities registration and Life and Health insurance license. With 10 years of experience in financial planning, Michelle is passionate about every aspect of her role. She especially enjoys developing strong client relationships, helping clients seamlessly transition, and managing their portfolios. She is detail-oriented with responsibilities such as: trading client accounts, onboarding investment and insurance clients, and managing unique or complex client requests. Originally from Dallas, Texas, Michelle enjoys spending time with family and friends, her dogs, and being outdoors.
After graduating from UNC-Chapel Hill in 1981 with a Bachelor of Science degree in business administration, Rick worked in commercial banking for just over four years. Rick began his Northwestern Mutual career in February 1986, and has loved every minute of it! A career in financial planning appealed to Rick due to the ability to build and maintain a clientele of people that he enjoys being around. One of Rick's favorite things is working with folks who become long-term friends. Rick's pledge to his clients is to always recommend to them what he would do for himself if given the same set of circumstances. Awards and Recognition Million Dollar Round Table Qualifying Member (1998-2004) National Quality Award (1990-2002, 2004, 2006) Personal Rick grew up in Durham but has lived in Charlotte since 1984. He married his wife Sophie in 1989. Together they have two married children - a son, Jordan, and a daughter, Sumner.
Richard T Allen, Scott Fligel, Sam Fligel, Connor C McGinty and Michelle Morrow use FA Wealth Advisors as a marketing name for doing business as representatives of Northwestern Mutual. FA Wealth Advisors is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Richard T Allen, Scott Fligel, Sam Fligel, Connor C McGinty and Michelle Morrow provide investment advisory services as Advisors of Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI, a subsidiary of NM and federal savings bank. Richard T Allen and Scott Fligel are Agents of Northwestern Long Term Care Insurance Company, Milwaukee, WI, (long-term care insurance) a subsidiary of NM. Richard T Allen, Scott Fligel, Sam Fligel, Connor C McGinty and Michelle Morrow provide investment brokerage services as Registered Representatives of Northwestern Mutual Investment Services, LLC (NMIS), a subsidiary of NM, registered investment adviser, broker-dealer and member FINRA (finra.org) and SIPC (sipc.org). Richard T Allen, Scott Fligel, Sam Fligel, Connor C McGinty and Michelle Morrow are Insurance Agents of NM.
Job Titles:
- Associate Wealth Management Advisor
As an Associate Wealth Management Advisor, Sam is passionate about helping clients move closer to their respective goals. He aspires to have clients leave every meeting feeling confident in the fact that they have a strong financial plan that will help them accomplish the things that matter most. His favorite part of financial planning is seeing both the immediate and long-term impact proper planning can have.
A native Charlottean, Scott has witnessed the monumental changes that have occurred with the city's growth. He also watched both of his grandfathers build successful, family-owned companies and saw first-hand the impact of a sound financial plan. Wanting to help others prepare for their future, Scott launched his financial advising practice in 1992. He believes each client should have a comprehensive plan that allows them to achieve their goals and provides financial security.
"Planning for your future properly - it doesn't just affect you, or your retirement. I want to help each client secure the financial plan that best suits their goals, ensuring they are able to benefit from their hard work and dedication throughout their career."
A CERTIFIED FINANCIAL PLANNER™ professional, Scott prides himself in his tactful, analytical approach and his team's commitment to provide outstanding service to each client. With his years of financial planning expertise, Scott has an extensive network of specialists in the areas of tax, legal and investment planning.
Job Titles:
- Associate Financial Representative
Having over 26 years in the Insurance Industry, Sherrie attended UNC-Charlotte and holds a degree in business marketing. Working with the FA Wealth Advisors team, she is the Practice Manager, handling all aspects of customer service, from implementation to maintenance for all clients. Sherrie has her Registered Paraplanner designation, as well her 6 and 63 security registrations. She enjoys the customer interaction that her job brings and is able to find solutions to all client needs, working in both insurance and investment products. When not at work, she enjoys traveling, cooking and attending sporting events and Broadway shows with her husband, Geoff. Together, the two have an adult daughter, Taylor, who is a nurse.