Professional
Jim Fitzgerald's Mission
To help strengthen the financial security and significantly improve the financial future of the families and businesses who honor us with their trust.
We will accomplish this by:
- Embracing change while remaining passionate toward our ideals
- Fostering an environment of honor and mutual respect
- Continuing to seek the highest level of knowledge related to our fields of expertise
We are grateful that our success is directly related to how significant we can be to the families and businesses of our community.
Background
Jim Fitzgerald is a graduate of Lynchburg College with a Bachelor of Science degree in Business Administration.
In 1985, Jim moved to Virginia and began his career with the Northwestern Mutual Financial Network. He earned his Chartered Life Underwriter designation in 1989 and his Chartered Financial Consultant designation in 1990. In 2007, Jim received his Certified Financial PlannerTM(CFP®) certification.
Jim has qualified for the Million Dollar Round Table, the National Quality Award and National Sales Achievement Awards. He has also earned two of the highest honors one can achieve at Northwestern Mutual through his status as both a Forum and MVP representative.
Jim Fitzgerald furthers his professional involvement as a member of the Society of Financial Service Professionals and the National Association of Insurance and Financial Advisors. He is also an active participant in the Estate Planning Council of Richmond, Virginia.
Awards and Recognition
| Name |
Received Date |
| Million Dollar Round Table Life Member |
2007 |
| National Sales Achievement Award |
1992-2003, 2005-2006 |
| Million Dollar Round Table Qualifying Member |
1993-1996, 1999-2000, 2002-2003 |
| National Quality Award |
1992-2006 |
| Million Dollar Round Table Qualifying/Life Member |
2004-2005 |
| Million Dollar Round Table Provisional Member |
1992 |
|
