James H Meanix

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Staff

As a Wealth Managment Advisor for the Northwestern Mutual Wealth Management Company, I am committed to helping my clients whether they are concerned for their financial needs or those of their family or business. Below are the members of my team that help with those needs.

With over 30 years of industry experience, together, we stand committed to providing the best customer service possible. If you have a problem or need assistance at any time, please do not hesitate to contact us.

Carol L Jackson
Associate Financial Representative
carol.jackson@nmfn.com
(610) 225-6546

Carol is responsible for Insurance Services.  She assists clients through the application process  and handles customer service requests.   Carol is licensed for Life, Disability Income, and Long-Term Care insurance and holds a securities license.  She is a graduate of Immaculata University with a BA in English and an AS in Business Administration. 

Carol L Jackson

Michael S Robustelli
Associate Wealth Management Advisor
michael.robustelli@nmfn.com
(610) 225-6552

Michael has been with Jim's team since February, 2008 and has been working in the financial services industry since 2004. Michael is a 2004 graduate of Loyola College in Maryland with a degree in Finance. Responsible for investment services, Michael's main focus is assisting clients with their investment portfolios.

Michael S Robustelli

Mary E Mitsch
Associate Financial Representative
mary.mitsch@nmfn.com
610-225-6535

Mary is a new addition to Jim’s practice. She brings with her over three years of Northwestern Mutual experience and 10 years of portfolio accounting operations experience in the financial management industry. Mary is licensed for Life and Disability Income insurance. Mary works with referral processing and provides general support to Jim’s team.