Expertise

As part of Northwestern Mutual, our financial advisors draw from a wide range of resources to offer clients customized solutions that will help meet their individual financial needs. With exclusive access to world-class products and services such as life insurance, disability income insurance, education funding alternatives, retirement solutions, estate analysis, and business needs analysis, our representatives can create a personalized and flexible approach that incorporates complementary financial solutions for each of their clients.

Having expert resources to draw upon is the key to our representatives’ success. Each works in collaboration with our team of specialists.

Clients rely on the knowledge and insight of their representatives for guidance and an approach that is versatile enough to accommodate life’s changing situations.


Meet Our Planning Team

 

Kevin O'Connell
Managing Partner
kevin.oconnell@nm.com
(813) 875-2005

Kevin began his career with Northwestern Mutual back in 2002 after graduating from University of Central Florida with a finance degree. In his first year, he won the New Representative of the Year Award and was quickly promoted to Managing Director of a district office in Orlando a year later. He continued to excel within Northwestern Mutual and in 2014 was asked to become Managing Partner of the Greater Tampa Bay Office.

He leads a network of over 100 representatives in the Tampa Bay region with the sole purpose of creating financial security for our clients. He is active in the community and lives in South Tampa with his wife and three children.

 

Dylan J. Habeeb, CLU®, ChFC®, CFP®Dylan Habeeb - Planning Department Director
Director of Financial Planning
dylan.habeeb@nm.com
(813) 426-1070

Dylan has been with Northwestern Mutual for more than 10 years. During his tenure with the company Dylan has served as a registered financial representative, as well as an associate on an Executive Benefits Team helping clients with Bank Owned Life Insurance (BOLI) and Corporate Owned Life Insurance (COLI) plans.

Dylan holds his Series 7, Series 63 and Florida 2-15 (Life & Health) License. Dylan also has the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations from the American College, and is a board Certified Financial Planner (CFP®). Dylan has a Bachelor’s degree in Finance from the State University of NY at Oswego.

 

Matt Harbert, CFAMatt Harbert
Director of Investments
matthew.harbert@nm.com
(813) 426-1084

Matthew joined Northwestern Mutual in 2015 as the Director of Financial Security Support. With 19 years of industry experience, Matt has a B.S. in Finance from the University of South Florida and is a CFA® Charterholder. Matt holds his Series 7 & Series 66 licenses as well as a Florida 2-15 (Life & Health) License. Prior to joining Northwestern Mutual, Matthew was the Director of Research for CapTrust Advisors where he was in charge of investment selection, investment due diligence and maintaining the firm’s model portfolios. Matthew was Vice Chairman of CapTrust’s investment committee which developed the firm’s economic outlook, created capital market assumptions and made all final investment decisions.

Matthew is a graduate of the University of South Florida with a degree in Finance and economics and in 2007 he earned the designation of Chartered Financial Analyst. Outside of the office he enjoys music, time at the shooting range and sporting events but most of all Matthew enjoys spending time with his family.

 

Tori FaulknerTori Faulkner
Centralized Financial Security Associate
tori.faulkner@nm.com
(813) 426-1081

Tori joined Northwestern Mutual in May 2015 as a Financial Planning Services Consultant. He also holds his Series 7 & Series 66 licenses as well as a Florida 2-15 (Life & Health) License. Tori has well over 20 years of financial services experience specializing in Investments and Financial Planning. 

Tori has a Bachelor’s degree in Operations Management from the University of Florida.

 

 

Chris VincentChris Vincent
Centralized Financial Security Associate
chris.vincent@nm.com
(813) 426-1061

Chris has been with Northwestern Mutual for more than 8 years. He began his career with Northwestern Mutual as a registered financial representative in Fairfield Connecticut. Chris moved down with his family in May of 2011 to Florida. In addition to being a financial representative, Chris has also worked as an associate financial representative, and most recently was part of the sales execution team. He has in depth experience with the PPA system, and Northwestern Mutual’s risk based products.

Chris currently holds his Series 7, and Florida 2-15 (Life & Health) License. Chris has a Bachelor’s degree in Economics from the University of Connecticut.

 

Kevin FollietKevin Folliet
Investment Operations Associate
kevin.folliet@nm.com
(813) 426-1029

Kevin joined Northwestern Mutual in November 2016. Kevin has two years of financial services experience, and first served as a registered financial representative before joining the planning department within Northwestern Mutual.

Kevin holds his Series 7, Series 63 and Florida 2-15 (Life & Health) License. Kevin has a Bachelor’s degree in Economics from the Sorbonne University of Paris, France, and a Master’s Degree in Business Management from NEOMA Business School of Reims, France.

 

Elena Madrazo
Centralized Financial Security Associate
elena.madrazo@nm.com
(813) 426-1043

Elena graduated from Eckerd College in May 2016 with a Bachelor’s degree in Business Administration. Upon graduation, Elena became a financial representative with Northwestern Mutual where she obtained her Florida 2-15 (Life & Health) License. Elena joined the Planning Department in October 2016, and holds her Series 6 license.

 

Careers

Northwestern Mutual financial representatives have the opportunity to determine their own financial futures while making an impact on others.

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Looking for a career that allows flexibility and exceptional income potential? Do you want top-notch training, mentorship and resources? Have you been searching for a company that demonstrates a commitment to diversity and giving back to the community?

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck