Associates

Our financial representatives are the face of our organization. They not only represent the Northwestern Mutual, but they also represent the best interests of their clients. We are proud of their accomplishments, share in their enthusiasm and drive, and help motivate them to achieve the highest level of excellence.

 
 Adam B Jack

Adam B Jack, ChFC®

Financial Advisor
adam.jack@nm.com

My Networks: LinkedIn

23 Kennedy St Ste 301
Old City Hall Bldg
Bradford, PA 16701-2065
 
814-368-4065

www.nmfn.com/adamjack

 
 Christopher J Williams

Christopher J Williams, CFP®, CLU®, RICP®

Wealth Management Advisor
chris.williams@nm.com

My Networks: LinkedIn Facebook

100 Corporate PKWY
Amherst, NY 14226

www.nmfn.com/chriswilliams

 
 Daniel M Gerstman

Daniel M Gerstman, CLU®, ChFC®, CASL®

Financial Representative
dan.gerstman@nm.com

100 College Parkway, Suite 260
Williamsville, NY 14221

www.nmfn.com/dangerstman

 
 George Kramer

George Kramer, CLU®, ChFC®, RICP®

Financial Advisor
george.kramer@nm.com

My Networks: LinkedIn

George Kramer, MBA, CLU, ChFC

4 West 34th Street

Erie, Pa  16508

Phone # 814-616-0190

http://georgekramer.nm.com/

 

 
 James M Smith

James M Smith, CLU®, ChFC®

Financial Representative
jim.smith@nm.com

560 W 3rd Street
Jamestown, NY 14701

www.nmfn.com/jimsmith

 
 James R Brooks

James R Brooks

Financial Representative
jim.brooks@nm.com

100 College Parkway, Suite 260
Williamsville, NY 14221

www.nmfn.com/jimbrooks

 
 Jeff Wolniewicz

Jeff Wolniewicz

Financial Advisor
jeffrey.wolniewicz@nm.com

My Networks: LinkedIn Facebook Twitter

100 College Parkway Suite 260

Williamsville, NY 14221

716-626-4526

 

John K Hart, MBA

Business & Estate Planning Specialist
john.hart@nm.com

360 Delaware Ave, Suite 350
Buffalo, NY 14202

www.nmfn.com/johnhart

 
 John M Bongiovanni

John M Bongiovanni, CFP®, CLU®, ChFC®


john.bongiovanni@nm.com

My Networks: LinkedIn

100 State Street Suite 300
Erie, PA 16507

814-455-2718 ext 229

www.nmfn.com/johnbongiovanni

 
 Joseph P Chappius

Joseph P Chappius, CLU®

Financial Advisor
joseph.chappius@nm.com

My Networks: LinkedIn

Williamsville, NY

www.nmfn.com/josephchappius

 
 Martin D Coulter

Martin D Coulter, CLU®, ChFC®, CFP®, RICP®


martin.coulter@nm.com

My Networks: LinkedIn

100 College Parkway, Suite 260
Williamsville, NY 14221

www.nmfn.com/martincoulter

 
 Ryan P. O'Connor

Ryan P. O'Connor, CLU®, RICP®, CFP®

Financial Advisor
ryan.p.oconnor@nm.com

My Networks: LinkedIn Facebook

100 College Parkway, Suite 260
Williamsville, NY 14221

 

 
 Stephen P Grillo

Stephen P Grillo, CLU®, ChFC®

Wealth Management Advisor
steve.grillo@nm.com

My Networks: LinkedIn

23 Kennedy St Ste 301
Old City Hall Bldg
Bradford, PA 16701-2065

814-368-4065

www.nmfn.com/stevegrillo

 
 William L Lillis

William L Lillis, CLU®

Financial Advisor
bill.lillis@nm.com

100 State St Ste 300
Erie, PA 16507-1452
 
814-455-2718 ext 230

www.nmfn.com/billlillis

 
 William L Lillis Jr

William L Lillis Jr, CFP®

Financial Advisor
william.l.lillis.jr@nm.com

My Networks: LinkedIn

Financial Advisor

100 State St Ste 300
Erie, PA 16507-1452

814-455-2718

 
 William Oliver

William Oliver

Financial Advisor
william.i.oliver@nm.com

My Networks: LinkedIn Facebook Twitter

Careers

Northwestern Mutual financial representatives have the opportunity to determine their own financial futures while making an impact on others.

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Looking for a career that allows flexibility and exceptional income potential? Do you want top-notch training, mentorship and resources? Have you been searching for a company that demonstrates a commitment to diversity and giving back to the community?

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#1 in the Financial Services Industry

- Selling Power's "50 Best Companies to Sell for Now." October 2016

Top Ten Internship for 21 Straight Years

- Vault Guide to Internships, 2017 edition

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