SP
Shannon Paul Cfp®
Director Of Operations & Client Service at Axiom Wealth Management Northwestern Mutual
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Work Experience
Director Of Operations & Client Service
Mar 2024 - Present · 9 months
Advisory Partner
Sep 2017 - Mar 2020 · 2 years and 6 months
Wealth Manager
Jul 2015 - Jul 2017 · 2 years
Company Details
Our mission is to put our clients’ needs first and partner with them to create a financially secure future for them and their families. Through a unique, client-focused process we provide a creative approach to achieving financial security. We identify goals, create a personalized plan, implement world-class solutions, then adapt to each life stage. Our passion for serving others leads to a practice of mutual trust and transparency in every aspect of the Axiom experience. https://axiom.nm.com/disclosure https://northwesternmutual.com/social-media-guidelines
Year Founded
2020
Social Media
Linkedin
Industry
Financial Services
HQ Location
110 Triplett Ln SW Knoxville, Tennessee 37922, US
Keywords
Financial PlanningRetirement PlanningWealth ManagementRisk Management SolutionsInvestment StrategiesFee-Based Financial PlanningBusiness PlanningEstate PlanningLong-term Care PlanningDisability Income Planning
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