James J Flick

Financial Advisor

Staff

In a service business, James understands that to offer a high level of service, he needs to have the support of great people. Our organization has taken the time and effort to develop those who serve our clients. We take great pride in the professional quality of our work.

Our organization encourages the creativity of the individual, but we know that a team effort often produces the best results.  Our support team is the result of high quality people working together as a functional team to accomplish your vision.

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.

 
Kelsey Lauren Greener

Kelsey Lauren Greener, MBA

Financial Representative Assistant
Office 610-975-9900

Kelsey has been with Northwestern Mutual since 2013. Starting out in February, Kelsey was an Marketing/Recruiting Intern. Upon graduating from St. Joseph’s University, Kelsey was asked to take on this full time opportunity.

Kelsey Greener   is responsible for assisting the underwriting process and Insurance Servicing  as well as assist with any servicing issues related to the Insurance side of the practice.

Below is a short list of what Kelsey is responsible for:

  • Answers your billing questions
  • Helps with any service issue related to Life or Disability Insurance
  • Answers your underwriting and policy delivery questions
  • Helps coordinate the scheduling of your medical exams
  • Submits your Life and Disability applications
  • Manages your applications during the underwriting process
  • Reports your paperwork once a decision is made

She is committed to providing exceptional customer service to all of our clients.  If you need to schedule an appointment or request any other service, please let us know. She will respond promptly.

 

How can Kelsey help you?

 

Charlotte K Morgan

Associate Financial Representative

Charlotte has been with Northwestern Mutual since May 2016. Prior to working with Northwestern Mutual Charlotte was the Insurance & Investment Processor for Trinity Financial Partners in Wayne, PA. She is a December 2014 graduate of the Templeton Honors College at Eastern University.

Charlotte Morgan is responsible for facilitating a smooth underwriting process and being a means of communication between the client and the underwriters in insurance related matters.

Below is a brief outline of what Charlotte is responsible for:

  • Answers your billing questions
  • Helps with any service issue related to Life or Disability Insurance
  • Answers your underwriting and policy delivery questions
  • Helps coordinate the scheduling of your medical exams
  • Submits your Life and Disability applications
  • Manages your applications during the underwriting process
  • Maintains secure documentation of your insurance servicing paperwork
  • Reports your paperwork once a decision is made

She is committed to providing exceptional customer service to all of our clients.  If you need to schedule an appointment or request any other service, please let us know. She will respond promptly.

 

Alexandria Leigh Morgan

Alexandria started at Northwestern Mutual in September of 2016, after working in a short term role for Morgan Stanley. Alexandria is a graduate from Messiah College with a degree in Business Administration.

Alexandria aims to help clients have a smooth application process and works to assist those who are going through underwriting procedures.

In addition, Alexandria can help with:

  • Answering your billing questions
  • Any service issues relating to Life or Disability Insurance
  • Answering your underwriting and policy delivery questions
  • Helping to coordinate the scheduling of your medical exams
  • Submitting your Life and Disability applications
  • Managing your applications during the underwriting process
  • Reporting your paperwork once a decision has been made
 
 

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