Mission Statement


The Northwestern Mutual - Wellesley Mission

We lead people to help them realize Financial Security…backed by the strength of Northwestern Mutual.

Values that Guide Us

  • Courage: Bold action in the face of fear.
  • Personal Responsibility: We own our choices and actions.
  • Discipline: We take action regardless of our emotional state.
  • Growth: Caring feedback and accountability are critical to growing personally, professionally and financially.
  • Mutual Respect: Valuing all to achieve our potential.

Our Principles

  • All individuals committed to personal and professional growth tend to achieve greater success when supported by systems of accountability and a culture of high expectations.
  • The collective expertise and resources of the organization will provide more cost effective access to products, specialists and services than an individual representative can access on his/her own.
  • We believe that protecting our clients’ income is the first step towards achieving a comprehensive financial plan and the key advantage of our representatives is the deep relationship formed when they challenge their clients with the critical issues concerning life, death, disability and retirement.


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

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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 22 Straight Years

- Vault Guide to Internships, 2018 edition

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