James Banks Brown III, MBA

Financial Advisor

Staff

I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.

 

Lori Janita Kee

Director of Client Services
Office 202-600-7100
 
Daniel L Toula

Daniel L Toula

Director of Investment Operations
Office 202-403-2582

Danny Toula has been with Northwestern Mutual for 5 years.  He has held multiple roles at Northwestern including Intern Financial Representative, Associate FR, Sales Execution Team Associate, Investment Operations Manager, Associate Director of Network Office Supervision, and now serves as our Director of Investment Operations.  Danny currently holds his FINRA Series 6, Series 63, Series 7, Series 66, Series 9, Series 10, Series 24, and MD Life & Health exams.

 
 

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