Northwestern Mutual’s Alison J. Marigny and Devon M. Davis have been promoted to Client Services Managers for Summit Financial Group. In their new roles, they will serve as client relationship managers and will be responsible for assisting with new and existing investment account inquiries and services as well as coordinating all insurance requests and policy changes.
Summit Financial Group is a financial planning/wealth management practice focused on providing clients with a distinctive experience that combines professional expertise and the power of Northwestern Mutual products and services. Summit Financial Group is committed to providing expert advice driven by time-tested strategies. The firm places an emphasis on personalized financial road maps that integrate investment plans and the right mix of insurance products to help reach clients’ goals.
Learn more about Summit Financial Group by visiting summit.nm.com