Tom Morris, CFP®, MBA, RICP®, ChFC®, CASL®

Wealth Management Advisor

My Team

As a Wealth Management Advisor for the Northwestern Mutual, I am committed to helping my clients whether they are concerned for their own financial needs or those of their family or business. I don't do it alone. Here you will find a listing of the people who help make it happen.

Together, we stand committed to providing the best customer service possible. If you have a problem or need assistance at any time, please let us know.

 
LeTian Dong

LeTian Dong

Director of Operations
Office 919-354-6558
 
Andrew M Johnson

Andrew M Johnson

Associate Wealth Management Advisor
Office 919-493-1339
Mobile 919-619-5083

After working with State Employees’ Credit Union for over 7 years as a Financial Services Officer, Andrew joined our team at Northwestern Mutual in September of 2009. Andrew graduated with a BA from the University of North Carolina in 2001. He holds his Series 7, Series 6 and 63 securities licenses as well as his life and health and long term care licenses. Andrew also obtained his Certified Financial Planner (CFP®) certification in 2006 and his Chartered Financial Consultant (ChFC®) designation in 2012. Andrew assists Tom in developing financial strategies for his clients and is available to answer clients’ questions that might arise concerning life insurance, investments or financial planning.

Andrew resides in Durham with his wife, Leslie, their sons, Tyler and Sam and their Golden Retriever, Connor. He is a member of University Presbyterian Church in Chapel Hill and enjoys golfing, attending UNC football and basketball games and spending time with his family.

 
Jennifer Arey

Jennifer Arey

Director of Client Relations and Marketing
Office 919-354-6563
 
Becca Nobles

Becca Nobles, CLF®

Director of New Business
Office 919-493-1339
 
 

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