Lesley N Day, CFP®, CLU®, RICP®

Wealth Management Advisor

Our team brings the strategy, the management, the infrastructure, the accountability led by the heart and values of the families we serve to help them make important decisions about their wealth- allowing them more time to truly focus on what is important to them.

At some point money becomes more complicated and the typical advisor is not enough. Planning is dynamic because life is dynamic. Your planning team should be able to adjust and serve you where you are and help coordinate all the details in between. This is how we stand out. What we typically find when we engage with families is that most have done some planning, with or without advisors at their table. However, no one is asking them these pertinent questions. This is where we begin with all of the families we serve.

Lesley Day Team

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

If you dream it, we’ll help you live it.

Let’s make this the year we turn your dreams into plans. Get started.

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