Robert D Davey, CFP®, CLU®, ChFC®

Wealth Management Advisor

My Team

As a Wealth Management Advisor for the Northwestern Mutual Wealth Management Company, I am committed to helping my clients whether they are concerned for their own financial needs or those of their family or business. I don't do it alone. Here you will find a listing of the people who help make it happen.

Together, we stand committed to providing the best customer service possible. If you have a problem or need assistance at any time, please let us know.


Our Support Team

This investment team is comprised of members from the Advisory Investment and Private Client Services teams. They provide customized investment management services for high-net-worth clients and investment research and consulting support for the advisory products and services. The team addresses specific client needs by providing enhanced portfolio analytics, investment research and guidance.

The Investment Strategy Committee is responsible for WMC's overall global macro outlook and reflecting those viewpoints in the asset allocation strategies used in the Signature Portfolios models and in Private Client Services accounts. The Committee's disciplined process includes a thorough assessment of the overall risks and opportunities inherent in the broad investment environment over an intermediate-term time horizon.

 
Suzanne L Grenier

Suzanne L Grenier

Office 860-570-7472

Suzanne Grenier joined the team in 1995.  Suzanne is licensed in life/health/disability insurance/long term care and Series 6 and 63.

Suzanne works with our clients, underwriters and industry liasons in all manner of service. With her knowledge and experience, she is an extraordinary asset to our organization.

How can Suzanne help you? Suzanne's direct phone is (860) 570-7472.

 

Marlene Espinoza

 

Iftikhar Jan

 
 

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