My Team

I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment, make changes to your policy, submit a claim or request any other service, please let us know. We will respond promptly.

 

Matthew Lockwood

Office 617-531-9538
 

Jordan T Hirsch

Financial Security Support Associate
Office 617-742-6200
 
Stephen J Wadlinger

Stephen J Wadlinger

Associate Wealth Management Advisor
Office 617-531-9573

After earning his Bachelor degree in Business Management from Suffolk University, Stephen began working with Bill full-time in July 2009.

As an Assoicate Wealth Management Advisor, Stephen supports Bill with the servicing of client accounts as well as operational issues.

Stephen holds a number of licenses including Series 6, Series 63, Series 7 and Life, Accident and Health Insurance.

Together, Stephen and I can help you implement an investment strategy suited to your needs and build an investment portfolio that complements your other financial commitments.

 

William T Fulton

Wealth Management Advisor

 

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