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.

 

Jordan Hirsch, MBA

Financial Security Support Associate
Office 617-531-9588

Jordan helps me deliver financial security to my clients by providing comprehensive planning and analysis based on my client’s specific goals.

 

Jordan has been with Northwestern Mutual since July 2016. Prior to joining Northwestern Mutual, Jordan worked as an operations and investment manager for a wealth management company north of Boston. Jordan started his career at Fidelity as a trader in 2013, and is currently pursuing his MBA at Suffolk University.

 

Education and Other Credentials:

B.S.                         University of Massachusetts                              Major: Management

 

Series 7, 63, and 24 Licenses

 

Matthew Lockwood

Associate Financial Representative
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 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