Mabry Joseph Romero, CLU®, ChFC®, CASL®, RICP®

Wealth Management Advisor

Professional

Mabry "Buddy" Romero joined Northwestern Mutual as a Financial Representative in Lafayette, Louisiana in January, 1986. In 1995, he became a Field Director. After growing a leading Field Director unit, he was appointed as an In-House Managing Director in January, 2003. Buddy was appointed Managing Partner in Tallahassee, Florida in January, 2005 and was responsible for the operations for Northwestern Mutual in the Panhandle of Florida and Southwestern Georgia. Upon the merging of the Tallahassee and Jacksonville Network Offices, he returned to the role as Managing Director in Tallahassee in July, 2009. This dual role allowed him to once again begin working with individual clients and business owners, in addition to the duties as Managing Director. Since his passion has always been in the direct relationships with individuals and business owners in planning for their financial security, in August of 2011, he returned to personal production in his current role as Wealth Management Advisor. Buddy's professional designations include the Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Retirement Income Certified Professional (RICP®) and Chartered Advisor for Senior Living (CASL®).

 

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