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Adam Tortelli to Drive Holistic Financial Planning with Client-Centric Focus
CHICAGO - illiNews -- Wealth Management Advisor Chad M. McQuade, J.D., CLU® is expanding his holistic financial planning firm with Adam Tortelli as director of financial planning.
"Adam's experience and skills will broaden our team's capabilities in driving value to clients through a comprehensive planning process," said Chad M. McQuade, wealth management advisor with Northwestern Mutual. "Since joining our team, he has demonstrated strong analytical and problem-solving skills and a client-centric focus."
Tortelli will partner with McQuade and Chad S. Lewis, associate wealth management advisor,in creating goal-based personal financial plans through sound financial advice, exceptional products and remarkable client service.
Tortelli brings operational and technical expertise in risk management and investments to his new role. He holds the Series 7 and 66 investment licenses and earned a BBA in Finance from Xavier University.
Since 2007, McQuade has built a nationwide wealth management practice with a large client base, including medical professionals, business owners, and corporate executives. Learn more about his team's approach to financial planning at http://www.chad-mcquade.com/
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About Northwestern Mutual
Northwestern Mutual has been helping people and businesses achieve financial security for more than 160 years. Through a holistic planning approach, Northwestern Mutual combines the expertise of its financial professionals with a personalized digital experience and industry-leading products to help its clients plan for what's most important. With $290.3 billion in total assets, $29.9 billion in revenues, and $1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million people with life, disability income and long-term care insurance, annuities, and brokerage and advisory services. The company manages more than $161 billion of investments owned by its clients and held or managed through its wealth management and investment services businesses. Northwestern Mutual ranks 102 on the 2020 FORTUNE 500 and is recognized by FORTUNE® as one of the "World's Most Admired" life insurance companies in 2020.
"Adam's experience and skills will broaden our team's capabilities in driving value to clients through a comprehensive planning process," said Chad M. McQuade, wealth management advisor with Northwestern Mutual. "Since joining our team, he has demonstrated strong analytical and problem-solving skills and a client-centric focus."
Tortelli will partner with McQuade and Chad S. Lewis, associate wealth management advisor,in creating goal-based personal financial plans through sound financial advice, exceptional products and remarkable client service.
Tortelli brings operational and technical expertise in risk management and investments to his new role. He holds the Series 7 and 66 investment licenses and earned a BBA in Finance from Xavier University.
Since 2007, McQuade has built a nationwide wealth management practice with a large client base, including medical professionals, business owners, and corporate executives. Learn more about his team's approach to financial planning at http://www.chad-mcquade.com/
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About Northwestern Mutual
Northwestern Mutual has been helping people and businesses achieve financial security for more than 160 years. Through a holistic planning approach, Northwestern Mutual combines the expertise of its financial professionals with a personalized digital experience and industry-leading products to help its clients plan for what's most important. With $290.3 billion in total assets, $29.9 billion in revenues, and $1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million people with life, disability income and long-term care insurance, annuities, and brokerage and advisory services. The company manages more than $161 billion of investments owned by its clients and held or managed through its wealth management and investment services businesses. Northwestern Mutual ranks 102 on the 2020 FORTUNE 500 and is recognized by FORTUNE® as one of the "World's Most Admired" life insurance companies in 2020.
Source: NM-Chicago
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