WYDaily.com is your source for free news and information in Williamsburg, James City & York Counties.
The associate wealth manager at Northwestern Mutual’s Williamsburg branch was recently recognized on the occasion of her 20th anniversary with the company.
Rachel T. Wren joined Northwestern Mutual – a financial planning and insurance company that has been serving families and businesses for nearly 160 years – in 1995 as an associate financial representative.
In 2011, she became associate wealth management advisor and later that year she also took on the additional role of director of administration for the Williamsburg office. In 2014, she officially joined the planning team of Harold Philipsen and Tracy Shackelford.
In her current capacity, Wren serves as a contact for wealth management advisory services, general securities sales and service, insurance and annuities, including mutual fun sales and service investment related needs.
Wren is series 7 licensed and holds licenses in both life and health insurance. She is a Yorktown native and currently resides there with her husband and son.