We love to invest time with clients to learn their life stories. In our active (or hectic) lives, very infrequently are we given the opportunity to share with others our vision, values, mission and purpose. Our planning engagement affords our clients an opportunity to dream big and to think big! We draw a roadmap illustrating where clients are today and where they aspire to be in the future. This roadmap either helps assure our clients that they've done everything necessary in order to accomplish their objectives as efficiently as possible, or presents opportunities for improvement that can be tweaked in order to enhance their financial security planning. We offer our observations and recommendations, then ask clients to take action to improve their financial health. Our value proposition extends into a continuous monitoring and updating of the planning, to ensure that the plan accurately reflects what's going on in our clients' lives at any given moment.
Office: 813-508-1668 Fax:
1511 N. West Shore Blvd.
Ste. 500 Tampa, FL33607-4595
Depending on the products and/or services being recommended or considered, refer to the appropriate disclosure brochure for important information on the Northwestern Mutual Wealth Management Company, its services, fees and conflicts of interest before investing. To obtain a copy of one or more of these brochures, contact your representative.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Curtis H. Parry Jr is a Representatives of Northwestern Mutual Wealth Management Company® (NMWMC) , Milwaukee, WI (investment management, trust services, and fee-based financial planning), a subsidiary of NM and limited purpose federal savings bank. All NMWMC products and services are offered only by properly credentialed Representatives who operate from agency offices of NMWMC. Representative is an Insurance Agent of NM and Northwestern Long Term Care Insurance Company, Milwaukee, WI, (long-term care insurance) a subsidiary of NM, and a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS) (securities), a subsidiary of NM, registered investment adviser, broker-dealer and member FINRA (www.finra.org) and SIPC (www.sipc.org). Representative may also be an Investment Advisor Representative of NMIS.
The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network Representatives and their staff might not represent all entities shown or provide all the services discussed on this Web site. Not all products and services are available in all states.
Curtis H. Parry Jr. is primarily licensed in Florida and may be licensed in other states.
CA License: #0H29592
AR License: #3235924
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTMand CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
**The Chartered Advisor for Senior Living (CASL®) designation is conferred by The American College of Financial Services.