JoAnn D Murtha, CLU®, MBA, ChFC®, RICP®

Financial Representative

Professional

 

JoAnn Murtha has been a Financial Representative with Northwestern Mutual since 2004.  After being in “corporate America” for 20 years in the banking industry, JoAnn changed careers because she wanted to create a meaningful impact in the lives of her clients while maintaining an entrepreneurial spirit. She chose Northwestern Mutual because of the strength, reputation, and respect the organization has within her community.

Since joining Northwestern Mutual, JoAnn Murtha's practice has grown to encompass a diverse clientele surrounding a core clientele of women professionals and business owners.  JoAnn enjoys leveraging Northwestern Mutual's network of specialists as resources for cases involving a high level of preparation, such as business needs and working with high net worth individuals.

JoAnn Murtha believes that professional involvement and development is an important aspect of being able to fully provide for her clients. JoAnn received her Chartered Life Underwriter, CLU®, professional designation from The American College in February 2011. 
 
JoAnn is an active member of the following organization:
  • National Association of Insurance and Financial Advisors (NAIFA) is a national nonprofit organization representing the interests of more than 70,000 insurance and financial advisors nationwide, through its federation of over 900 state and local associations. Founded in 1890, NAIFA is the nation's largest financial services membership association.

 

 

 

 

Years of Experience

Representing Northwestern Mutual since 2004.

Education

Degree Major Institution
Bachelor of Science Business Administration University of Wisconsin Parkside
MBA Marquette University

Awards and Recognition

 

National Quality Award 2008-2009

Award recognizing persistency and performance

 

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