Julie A Colbert, CLU®, ChFC®

Financial Advisor

Professional

Julie Colbert has been with Northwestern Mutual for 30 years, beginning her career with the company as a Financial Representative after graduating from Millsaps College in Jackson, MS. She is committed to providing clients with innovative, relevant solutions for their personal and business needs.

Julie has earned the following designations: 

  • CLU: The Chartered Life Underwriter® (CLU) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.

  • ChFC: The Chartered Financial Consultant (ChFC) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC® program provides financial service professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients. 


Resources

Years of Experience

Representing Northwestern Mutual since 1988.

Education

Degree Major Institution
Bachelor of Arts Liberal Education Millsaps College
 

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