News & Events

Northwestern Mutual Promotes Nicole Stokes to Managing Director to Lead
and Open New Office in Tampa Bay

TAMPA BAY (February 1, 2018) – Northwestern Mutual announced today that it has promoted Nicole Stokes, former district director of the firm’s West Shore office, to managing director to lead their new office expansion in the New Tampa area of Tampa Bay.

The new 2,828 square-foot office, located at 8800 Grand Oak Circle, will allow Northwestern Mutual to help meet growing demand for comprehensive financial guidance among the growing populations in New Tampa, Wesley Chapel and Temple Terrace.

Strategically located near the University of South Florida, the office opening aligns with the university’s first Certified Financial Planning program’s graduating class of 2018. Following Stokes’ success in recruiting 26 financial advisors and representatives to the West Shore office as district director, she hopes to carry the same momentum in New Tampa with a vision to recruit a talented, diversified team.

“People are trying to balance act living for today and saving for tomorrow – and that creates anxiety,” said Stokes. “There is growing demand for what we offer – helping people cure that anxiety and build financial confidence with a full picture financial plan.”

With Stokes’ transition from district director to managing director, she will oversee her own financial group with the goal of expanding the impact the firm has on the local community by recruiting a team of like-minded, trustworthy resources. Stokes will bring 13 advisors and representatives from the West Shore office with her, enabling the group to diversify their reach in the community. Stokes plans to add 10 new advisors and representatives to the team each year until the market is served.


Taylor Named District Director of the Northwestern Mutual
Tampa Westshore Office

Tampa Bay (January 2018) - Adam Taylor has been named the new District Director for the Northwestern Mutual Greater Tampa Bay Westshore Office. As a rising star within Northwestern Mutual, Adam has demonstrated strong leadership and development skills both in his financial planning practice and in mentoring top new talent into the career.  With this promotion, Adam now officially takes on full leadership for the selection and development of new financial advisors within our Westshore office.

“I’m thrilled to see Adam excel in this new role. He is a true class-act that works tirelessly to lift up others around him. He will undoubtedly cultivate strong relationships with our newest financial advisors and provide the guidance and mentoring they need. He is very deserving of this promotion and I look forward to working more closely with Adam to grow our office.” says Kevin O’Connell, managing partner.

Adam is taking over the District Director role from Nicole Stokes, who is becoming the Managing Director of our expansion office in New Tampa.

Northwestern Mutual has been helping clients achieve financial security for nearly 160 years. Join our team in carrying on that tradition. As a financial advisor, you will build lasting relationships with clients and help them achieve their financial goals. You will also discover a career with flexibility at a company where hard work is valued and rewarded. Learn more by visiting tampa.nm.com.

 

The Fourteenth Annual Teague Financial Group Recognition Dinner was held Saturday, January 22, 2011 at the Tampa Bay History Center in downtown Tampa.  Financial Representatives and their guests were treated to a guided tour of the museum prior to the Welcome Reception and Dinner.  This special invitation annual event is an opportunity for Managing Partner, Joe P. Teague, CLU, to recognize the best of the best in the organization and highlight specific accomplishments. 

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