Professional
John Barrett's Mission
I work with high net-worth individuals designing integrated and innovative wealth management strategies to assist in protecting, preserving and transferring wealth. My commitment is to listen to you so that I can help you achieve financial security for your family or business through collaborative fact-finding and goal setting. I create, implement and monitor your financial plan to help you achieve your goals and dreams and put your mind at ease. My team is committed to providing excellent service with integrity and knowledge.
Background
John started his career in the Chicago offices of R.W. Baird, a former subsidiary of Northwestern Mutual, in 1995. In 2001 he was offered the opportunity to help Northwestern Mutual develop Northwestern Mutual Wealth Management Company and transitioned into a new role as a Financial Representative. In 2006, John became a Wealth Management Advisor with the Northwestern Mutual Wealth Management Company working with clients in an Advisory capacity.
John takes great care in developing relationships and providing quality service. John has extensive knowledge in Financial Planning, Investment Management, Insurance Planning and Estate Planning needs.
Education and Professional Designations
Bachelor of Science in Organizational Leadership from Purdue University
Certified Financial Planner® Certication
Chartered Life Underwriter® Designation
Chartered Financial Consultant® Designation
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