Welcome From Our Team

My purpose is to help enable my clients to realize their dreams and have the financial resources to pursue them.  My role is to not only bring financial clarity to their goals,dreams and passions but help establish a financial course consistent with its achievement. 

Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning.

When it comes to your financial goals, each decision you make and action you take will have a significant impact on your future financial circumstances. A good financial blueprint will lay out what you need to do today to achieve your goals tomorrow.

When it’s a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing to work with someone who has the ability and resources to best address those needs is the next.

As your Wealth Management Advisor, I will listen, clarify and help prioritize your goals and aspirations before developing a personalized financial plan designed to help you achieve your vision for the future.

Let me help you ensure your financial future is all you want it to be.


Six Risks That Can Impact Your Retirement

You’ll spend decades saving for retirement, but the ability to live the life you envision when you’re actually in retirement takes more than setting aside a certain amount of money. What steps can you take to help ensure your money lasts long enough? Watch this video to learn the six most common risks that can impact your financial security in retirement.


Disability Insurance for Medical Professionals

Physicians and dentists are aware of the importance of disability income insurance. But research conducted by Harris Interactive in 2008 revealed discrepancies between what medical professionals’ expectations are of the coverage provided by “own occ” DI and what actually is covered. To learn more about Northwestern Mutual’s patented*Medical Occupation Definition for physicians and dentists and how it is designed to help meet your needs, go to the Disability Income Insurance Knowledge Center.

*U.S. Patent No. 8,775,216, issued on methods and systems for processing insurance claims in accordance with disability income insurance policies the scope of which cover the Medical Occupation Definition of disability.


"News Features"

2017 CELEBRATION OF EXCELLENCE

Our team was honored at the 2017 Mardi Gras-themed Celebration of Excellence on Friday, March 3rd at the NC Museum of Natural Sciences in Raleigh. The Financial Security Creation Award recognizes our firm's top financial advisors who help their clients achieve their goals through balanced financial plans and a total needs approach. We were honored to place 9th overall but being recognized for helping our clients achieve financial security is the best reward!


LINEBERGER COMPREHENSIVE CANCER CENTER SPONSORSHIP

https://admin.emeraldconnect.com/files/39189/Picture3.jpgNorthwestern Mutual Expands Support For Childhood Cancer In North Carolina.

$125,000 donation by North Carolina Offices of Northwestern Mutual fund UNC Lineberger Comprehensive Cancer Center Pediatric Oncology Retreat. Northwestern Mutual is committed to easing the financial and emotional burdens for families fighting childhood cancer by increasing its support for the cause. 

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Lesley N Day, CFP®, CLU®, RICP®

Wealth Management Advisor

Protect your largest asset

Disability income insurance can protect your largest asset - your income. Northwestern Mutual can help. Learn more about how a disability insurance policy can help protect your income and your family.

Two Ways the Northwestern Mutual Foundation Supports Children and Families in Need

Can childhood cancer be beaten? We believe. That’s one of our charitable initiatives to help children and families in need. Learn more

 

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