DBJ Wealth Management

Family - Freedom - Integrity - Excellence - Charity


Vision Statement

We are driven by our mission of helping people make smart decisions with money. Grounded in our values of family, integrity, freedom, excellence, and charity we are a destination for those seeking quality advice for their financial well-being. Our clients view us as an important part of their life and are thankful for our relationship.

Our team is the face of the firm as our clients seek advice from our collective group. We work together to achieve results for clients and personal freedom for our associates.

We are guided by the compass and not the clock. Our firm has people and process that ensures continuity for generations.


Insurance

For Insurance related assistance, please contact Mallory Terns, Elisa Gigliotti

Investments

For Investment related assistance, please contact Rebecca Wheelock, Elisa Gigliotti, or Nicholas Heintz

401k

For 401k related assistance, please contact Tanessa Spann or Nicholas Heintz

Recruiting

For an Internship opportunity for yourself or anyone you know please contact Suzanna Price

For an Employment opportunity for yourself or anyone you know please contact Dana DiNigro

Daniel B Jones, CLU®, ChFC®, CFP®, RICP®
Wealth Management Advisor


DBJ Wealth Management

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