Jerry Graves, CLU®, ChFC®, CLTCFinancial Advisor |
|||||||||||||||
|
|||||||||||||||
|
Office: 225-408-4596 11440 Lake Sherwood N My Networks
Refer a FriendDo you know someone who might share your concerns about financial security? Account AccessCalculatorsClient CenterAdvanced Planning
|
|||||||||||||||
Jerry Graves is committed to taking the time to get to know his clients so that he can better identify their needs. When people look back on their lives, they often find that they are more successful than they thought they'd be, and have saved less than they intended. They find themselves in financial situations that are more complex and less predictable than they anticipated. Jerry understands that his client's success in achieving their financial goals is driven by a series of critical decisions. By listing goals and objectives, identifying assets and liabilities and comparing what you have to what you want, Jerry Graves can provide you with risk protection solutions that can help make your goals a reality. If you are interested in learning more about Jerry Graves, feel free to explore this site or contact him to begin conversation. Professional Involvement: Jerry Graves is a proud member of the National Association of Insurance and Financial Advisors (NAIFA). NAIFA is a national non-profit organization that represents licensed life insurance agents and financial advisors throughout the United States. Community Involvement: On May 31st Jerry is participating in American Cancer Society's Relay for Life. This event is held annually to celebrate survivorship and raise money for research and programs. Last year Jerry's group surpassed their goal by raising more than $9000. He has set a personal goal of raising $500 for the 2008 Relay For Life. In the News: CEO Ed Zore recently appeared on CNBC's show "Morning Call" discussing Northwestern Mutual's unique strategy. Click here to play the video.
My MissionJerry Graves strives to help people identify their current financial situation and align this with their future financial goals. Along with a Network of Specialists, he provides innovative solutions using world-class insurance services and internationally recognized investment products. With these dynamics, Jerry Graves develops enduring relationships with his clients.Northwestern MutualWe provide you with access to a nationwide network of representatives, advisors and specialists—people who have invested their time and developed their talents to become experts and they have the knowledge that comes only from experience. What’s paramount is to have a flexible approach with complementary solutions. We strive to call on the full capabilities of Northwestern Mutual, providing our clients with financial services that allow them to feel assured that their intentions have been understood and their needs are being addressed. |
|||||||||||||||
|
© 2012, The Northwestern Mutual Life Insurance Company/Northwestern Mutual, Milwaukee, WI. All rights reserved. 720 East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444. Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from your Financial Advisor. Northwestern Mutual is the fleet name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM), and its subsidiaries. Northwestern Mutual Financial Network is the marketing name for the sales and distribution arm of Northwestern Mutual. Gerald Michael Graves is an Insurance Agent of NM (life insurance, annuities and disability income insurance) and Northwestern Long Term Care Insurance Company, Milwaukee, WI, a subsidiary of NM (long-term care insurance), and a Registered Representative and Investment Adviser Representative of Northwestern Mutual Investment Services, LLC, 111 Veterans Mem Blvd Ste 940, Metairie, LA 70005-3020, 504-831-8146, a wholly-owned company of NM, broker-dealer, registered investment adviser and member FINRA (www.finra.org) and SIPC (www.sipc.org). NM and the Northwestern Mutual Of Louisiana - Baton Rouge are not broker-dealers or registered investment advisers. There may be instances when this agent represents insurance companies in addition to NM or its affiliates. The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network Representatives and their staff might not represent all entities shown or provide all the services discussed on this Web site. Not all products and services are available in all states. Gerald Michael Graves is primarily licensed in Louisiana and may be licensed in other states. |
|||||||||||||||
Northwestern Mutual hosted a speaker series with Steve Forbes and Northwestern Mutual chairman and CEO John Schlifske. The three day tour included panel discussions in Louisville, Cleveland, Indianapolis, Kansas City, Houston and Dallas, and saw nearly 4,000 attendees in total. In each city, Steve and John discussed the economy, the markets and how individuals and business owners can rebuild their financial foundation.