Eric Brownlee

Eric Brownlee Email and Phone Number

Helping others achieve their financial goals | Building lasting relationships and securing financial futures @ Northwestern Mutual
Eric Brownlee's Location
Sterling, Virginia, United States, United States
Eric Brownlee's Contact Details

Eric Brownlee personal email

n/a
About Eric Brownlee

I believe financial freedom is the foundation for living a life of purpose and possibility. I challenge the traditional, transactional approach to financial advising by building meaningful relationships and crafting personalized strategies tailored to my clients’ unique goals, values, and aspirations.I specialize in helping individuals, families, and business owners take control of their finances, navigate life’s uncertainties, and work toward the future they’ve always envisioned. My practice is built on trust, care, and a deep commitment to helping my clients focus on what truly matters most to them.

Eric Brownlee's Current Company Details
Northwestern Mutual

Northwestern Mutual

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Helping others achieve their financial goals | Building lasting relationships and securing financial futures
Eric Brownlee Work Experience Details
  • Northwestern Mutual
    Financial Representative
    Northwestern Mutual Apr 2024 - Present
    Milwaukee, Wi, Us
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  • Bison Capital Advisors Llc
    Financial Planning Analyst
    Bison Capital Advisors Llc Aug 2022 - May 2023
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  • Heartland
    Relationship Manager
    Heartland Sep 2021 - May 2022
    Oklahoma City, Oklahoma, Us
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  • Northwestern Mutual
    Financial Representative
    Northwestern Mutual Feb 2020 - Jul 2020
    Milwaukee, Wi, Us
    • Answered clients' questions about the purposes and details of financial plans and strategies.• Customized insurance programs to suit individual customers, often covering a variety of risks.• Explained features, advantages, and disadvantages of various policies to promote sale of insurance plans.• Sought out new clients and developed clientele by networking to find new customers and generate lists of prospective clients.• Attended meetings, seminars, and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
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  • Chappelwood Financial Services
    Financial Planning Intern
    Chappelwood Financial Services Aug 2019 - Jan 2020
    Edmond, Oklahoma, Us
    • Interviewed clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.• Recommended to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.• Managed client portfolios, keeping client plans up-to-date.• Implemented financial planning recommendations or referred clients to someone who could assist them with plan implementation.• Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
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  • Topgolf
    Associate
    Topgolf May 2015 - Nov 2016
    Dallas, Texas, Us
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Eric Brownlee Skills

Leadership Microsoft Excel Microsoft Word Management Microsoft Powerpoint Social Media

Eric Brownlee Education Details

  • University Of Central Oklahoma
    University Of Central Oklahoma
    Finance

Frequently Asked Questions about Eric Brownlee

What company does Eric Brownlee work for?

Eric Brownlee works for Northwestern Mutual

What is Eric Brownlee's role at the current company?

Eric Brownlee's current role is Helping others achieve their financial goals | Building lasting relationships and securing financial futures.

What is Eric Brownlee's email address?

Eric Brownlee's email address is er****@****ual.com

What schools did Eric Brownlee attend?

Eric Brownlee attended University Of Central Oklahoma.

What skills is Eric Brownlee known for?

Eric Brownlee has skills like Leadership, Microsoft Excel, Microsoft Word, Management, Microsoft Powerpoint, Social Media.

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