Northwestern Mutual today announced it has promoted Tracy Shackelford, a Financial Advisor with the firm, to Managing Director of its district office serving the Peninsula.
As Managing Director, Shackelford will be responsible for recruitment, running their college internship program and leading her team of financial advisors through the Virginia Peninsula area.
In her new role, Shackelford will focus on recruiting new financial representatives in communities that need the resources the most. With a passion for helping people in transition, Shackelford will focus on engaging and educating women, Veterans and college athletes on the benefits and ease of joining the financial industry and make sure Northwestern Mutual is an inclusive place for everyone. This year, she plans to have four students in the internship program. Northwestern Mutual ranks #4 overall across all industries on the Vault’s Top 50 Internships for 2017, and is the only company to be recognized in the top 10 for 21 straight years1.
“Northwestern Mutual is thrilled to have Tracy as Managing Director in Williamsburg,” said John Van Der Hyde, network office Managing Partner. “Tracy’s passion for educating women, Veterans and students on the benefits of the financial industry makes her the perfect fit for this role.”
Shackelford joined Northwestern Mutual in January 2011 as a Financial Advisor where she specialized in helping women in transition. She is a 1985 graduate of Gloucester High School and received her Bachelor of Arts degree in Religious Studies from the University of Virginia in 1989 and holds her Series 6, 63 and 65. Outside of work, Shackelford is on the board of the local Alumni Association for the University of Virginia, Hampton Roads Academy, Impact 100 – Virginia Peninsula and the Hospice House and Support Care of Williamsburg, VA. She is married to Harold Philipsen and has two children.
1 1997-2017 Vault Guide to Internships
About Northwestern Mutual
Northwestern Mutual has been helping families and businesses achieve financial security for more than 160 years. Through a distinctive, whole-picture planning approach, we empower our clients to make the most of every single day and plan for important moments in their future. We combine the expertise of our financial professionals with a personalized digital experience to help our clients navigate their financial lives every day. With $265.0 billion in assets, $28.1 billion in revenues, and $1.8 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to 4.5 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company manages more than $125 billion of client assets through its wealth management and investment services. Northwestern Mutual ranks 97 on the 2017 FORTUNE 500 and is recognized by FORTUNE® as one of the “World’s Most Admired” life insurance companies in 2018.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM), Milwaukee, WI (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Northwestern Mutual and its subsidiaries offer a comprehensive approach to financial security solutions including: life insurance, long-term care insurance, disability income insurance, annuities, life insurance with long-term care benefits, investment products, and advisory products and services. Subsidiaries include Northwestern Mutual Investment Services, LLC (NMIS) (securities), broker-dealer, registered investment adviser, member FINRA and SIPC; the Northwestern Mutual Wealth Management Company® (NMWMC) (fiduciary and fee-based financial planning services), federal savings bank; and Northwestern Long Term Care Insurance Company (NLTC) (long-term care insurance).
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