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 Teams

The Private Client Services Investment Team, which is based in Milwaukee, can provide customized investment management services for our high net worth clients using a suite of solutions designed to address our clients unique investment management needs. 

NMWMC Private Client Services Team


The Advisory Investment Team, which is based in Milwaukee, provides investment research and consulting support for our advisory products and services. Bob Davey's team has direct access to the investment consultants who assist in addressing specific client needs by providing enhanced portfolio analytics, investment research and guidance.

NMWMC Advisory Investment Team


The Trust Services Team, which is based in Milwaukee, can administer a variety of trusts (e.g., Irrevocable Life Insurance Trusts, Charitable Remainder Unitrusts, Credit Shelter Trusts), and in so doing provide professional investment management, record-keeping, and objective decision-making with regard to trust distributions. Bob Davey's team has direct access to the trust administrators and portfolio managers who are responsible for managing trust accounts.

NMWMC Trust Services Team

 
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.

 

Iftikhar Jan

 

Liz K Cheng

 

Scott Alan Joseph

 

Marlene Espinoza

 
 

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