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

Associate Wealth Management Advisor
Office 617-531-9538
 
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 Associate 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.

 
Christopher A Ray

Christopher A Ray, CFA®

Office 617-742-6200

Chris joined Northwestern in 2018 and brings with him considerable experience including a track record of strong investment performance, innovative, client-driven investment solutions and successful new business growth over his more than thirty years in Boston’s investment community. He has the depth and breadth of knowledge to design, implement and manage customized, multi-manager, multi-asset investment solutions on behalf of discerning clients. Previous employers include Putnam Investments, Mercer Investments, High Vista Strategies, and Man-Numeric. Chris is also a long-time Northwestern client and has first-hand experience integrating risk and asset management strategies as part of a comprehensive wealth management framework.

 

Chris is a CFA Charterholder and member of the CFA Society Boston where he serves as a mentor to younger members and is actively involved in the society’s financial literacy program. He earned his undergraduate degree from Marquette University and his MBA from Boston University. Chris also holds his MA Life, Accident & Health insurance licenses as well as Series 7, 24 and 63 securities registrations.

 

A fitness enthusiast, you will find Chris running along the Charles River most mornings. In his spare time, he escapes to Vermont where he enjoys golf and skiing, hikes in the woods with his dog and a good book. In addition, Chris serves as a member of the board of trustees at Proctor Academy where he chairs the investment committee.

 

William T Fulton

Wealth Management Advisor

 

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