Staff
Jim Fitzgerald takes customer service very seriously. So does his team. Together, we are 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. We will respond promptly.
The Team
 |
Elizabeth B Forder, CLTC
Financial Representative
804-762-7032 x 3
Elizabeth has been a Financial Representative with Northwestern Mutual since 2003. She began working with Jim in 2004 and has since then focused her attention primarily on the overall marketing, helping clients by analyzing their needs and operations of the office.
She is a 2003 graduate of the University of Richmond with a Bachelor of Science in Business Administration and double concentration in Finance and Marketing. In her free time, Elizabeth enjoys running and coaching her youth girls’ soccer team.
|
The Staff
Jennifer S Farley
Associate Financial Representative
(804) 762-7032, ext. 1
jennifer.farley@nmfn.com
Jennifer joined the Northwestern Mutual Financial Network in March of 1999. She has worked with Jim and his team since June 2007. Jennifer concentrates her efforts on investment operations, establishing client accounts, assisting with account transactions, and providing customer service for investment clients.
|
|
|
Brandy K Gerardi
Operations Assistant
(804) 762-7032, ext. 5
Brandy joined Northwestern Mutual Financial Network in 1995 and has worked with Jim’s team since 2003. She provides customer service and client relations for both investment and marketing operations.
|
|
|
Shirley M Watkins
Associate Financial Representative
(804) 762-7032, ext. 2
shirley.watins@nmfn.com
Shirley began working with Northwestern Mutual's corporate office in August of 2003 in the New Business Department. In March of 2007, she joined Jim’s team and is now managing insurance underwriting and new business cases. Shirley provides support to clients needing assistance with their insurance policies.
|
|
|
|
