Daniel L Carlson, RICP®

Wealth Management Advisor

My Team

Helping you achieve your financial goals is the commitment you have from me and my team. We are committed to delivering excellence in client service. Please don’t hesitate to contact me or any of these individuals if you have a question or a request. We will respond promptly.

 
Christopher William Vincent

Christopher William Vincent

Office 813-426-1081

Chris has been with Northwestern Mutual for more than 8 years. He began his career with Northwestern Mutual as a registered financial representative in Fairfield Connecticut. Chris moved to Florida with his family in May of 2011. In addition to being a financial representative, Chris has also worked as an associate financial representative, and most recently was part of the sales execution team. He has in depth experience with Northwestern Mutual's planning tool and risk based products. Chris currently holds his Florida 2-15 (Life & Health) License. Chris has a Bachelor’s degree in Economics from the University of Connecticut.

 
Elena Madrazo

Elena Madrazo

Office 813-426-1043
 
Toriano Faulkner

Toriano Faulkner

Planning Associate
Office 813-875-2005

Tori joined Northwestern Mutual in May 2015 as a Financial Planning Services Consultant.  He also holds his Series 7 & Series 66 licenses as well as a Florida 2-15 (Life & Health) License.  Tori has well over 20 years of financial services experience specializing in Investments and Financial Planning.   Tori has a Bachelor’s degree in Operations Management from the University of Florida.

 
Matthew Harbert

Matthew Harbert, CFA®

Planning Associate
Office 813-426-1084

Matthew joined Northwestern Mutual in 2015 as the Director of Centralized Financial Security.  With 18 years of industry experience, Matt has a B.S. in Finance from the University of South Florida and is a CFA Charterholder.  Matt holds his Series 7 & Series 66 licenses as well as a Florida 2-15 (Life & Health) License.

 

 
Laurie Renda

Laurie Renda

Office 813-875-2005
 
Dylan J Habeeb

Dylan J Habeeb, CLU®, ChFC®, CFP®

Office 813-875-2005

Dylan has been with Northwestern Mutual for more than 10 years. During his tenure with the company Dylan has served as a registered financial representative, as well as an associate on an Executive Benefits Team helping clients with Bank Owned Life Insurance (BOLI) and Corporate Owned Life Insurance (COLI) plans. Dylan holds his Series 7, Series 63 and Florida 2-15 (Life & Health) License. Dylan also has the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations from the American College, and is a board Certified Financial Planner professional (CFP®). Dylan has a Bachelor’s degree in Finance from the State University of New York at Oswego.

 
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck