Jennie D Derby

Contact

Jennie D Derby, CFP®, CLU®
Wealth Management Advisor

6235 Morrison Blvd
Charlotte, NC 28211-3508

Phone: 704-442-4410

Fax: 704-442-4409

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Welcome to Jennie Derby's Web Site

Financial success doesn't happen by chance. It's about choice. Turning aspirations into actuality takes acumen, discipline and strategic planning.

Each decision you make and action you take will have a significant impact on your future financial circumstances. A good financial blueprint will lay out what you need to do today to achieve your goals tomorrow.

When planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing someone with the ability and resources to best address those needs is the next. That's where Jennie comes in.

As your Wealth Management Advisor, Jennie will listen, clarify and help prioritize your goals and aspirations before developing a financial strategy designed to help you achieve your vision for the future.

Let Jennie Derby and her team help you ensure your financial future is all you want it to be.

The Business Corner  

Business Markets Stratey mapIf you own or operate a business, Jennie Derby recommends the following articles:

Click here to read additional articles. 

With a focused expertise on the business owner, Jennie Derby can provide guidance for any stage of your business:

Accomplishments

Jennie Derby, CFP, CLU is a member of the premier Association of Financial Professionals, The Million Dollar Round Table. This international, independent association has more than 35,000 members, or less than 1%, of the world's most successful life insurance and financial services professionals from 476 companies in 76 nations and territories. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of sales excellence in the life insurance and financial services business.

 

Each year, Business Leader honors the top women business leaders of the South through their Women Extraordinare Awards.  Jennie has been named a 2011 winner as she demonstrates significant business achievement and community involvement.

 

 

For more information on Jennie's professional background, please click here.

2011 Annual Report

Northwestern Mutual’s financial strength and consistent performance help clients achieve financial security. Our Annual Report features clients who talk about the steps they’ve taken with the help of their financial representative to achieve a financially secure future.

View Annual Report

One of the “World’s Most Admired” Companies

FORTUNE® magazine asked experts to choose the “World’s Most Admired” life insurers. Again, they chose us.

Dividend Announcement

Northwestern Mutual announced a 2012 payout of nearly 5 billion dollars – the second largest in our company’s history to clients who own life, annuities, DI and long-term care policies.

Click here to learn more.

Steve Forbes and John Schlifske on “The New Normal and Post-Recession Trends”

Northwestern Mutual hosted a speaker series with Steve Forbes and Northwestern Mutual chairman and CEO John Schlifske. The three day tour included panel discussions in Louisville, Cleveland, Indianapolis, Kansas City, Houston and Dallas, and saw nearly 4,000 attendees in total. In each city, Steve and John discussed the economy, the markets and how individuals and business owners can rebuild their financial foundation.

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Go Paperless

Go PaperlessNMIS Online clients can go paperless by enrolling in electronic delivery (e-delivery) of certain account/securities documents.

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Advanced Planning Library

Northwestern Mutual's Advanced Planning Library is a powerful legal research tool.