Brian L Headrick, CLU®, CFP®
Wealth Management Advisor


Headrick Wealth Management

Professional

Education and Professional Information

Brian Headrick graduated from the University of Notre Dame in 1995 where he was also an 8 time mongram winner in Track and Field.  Brian joined Northwestern Mutual in 1996.  After working in Chicago for 12 years, he and his family moved to Charlotte in 2008.  Brian is a Certified Financial Planner and works primarily with business owners and executives on insurance, retirement and estate planning.

 

Sarah Riley Headrick graduated from the University of Notre Dame in 1995 where she was also an All-American Cross Country and Track and Field athlete.  Sarah joined Brian's team at Northwestern Mutual as an Associate Wealth Management Advisor in 2017 after earning her Series 7 and 63 licenses. 

Associations and Memberships

CLU®

The Chartered Life Underwriter (CLU®) is the world's most respected designation of insurance expertise, helping you gain a significant advantage in a competitive market. This prestigious course of study helps advance your career by providing in-depth knowledge on the insurance needs of individuals, business owners and professional clients.

 

CFP®

Today more than ever, CFP® professionals are an essential resource. From budgeting, to planning for retirement, to saving for education, to managing a client's insurance coverage; "finances" doesn't mean just one thing for most Americans — and "financial planning" means much more than just investing.

CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and make recommendations in the client's best interest.

 

 

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