Office Profile

Northwestern Mutual - Southwest

Stronger Together

Northwestern Mutual - Southwest is the premier provider of financial services in Arizona, New Mexico and West Texas. With a network of over 70 Financial Representatives and their teams, our organization is able to provide our communities with innovative financial solutions using world-class insurance products and internationally recognized investment services.

Northwestern Mutual Fast Facts (as of 03/31/2012):

  • We have nearly 50,000 clients from across the southwest
  • Our total insurance premium is $108,447,297 and growing
  • Nothwestern Mutual has paid our clients a total dividend of $70,162, 727 (dividends are determined annually and not guaranteed)

Our Financial Representatives offer expert guidance in the areas of life and disability income insurance, long-term care insurance, annuities, investment services, retirement solutions and more. Whether you're looking for assistance for yourself, your family or your business, our Financial Representatives will work with you to help you find the right answers.

Our financial representatives' collective mission is to help our clients realize their financial goals by helping them attain financial security. Our representatives and specialists help each other, share ideas and common values, and leverage each other's talents to help you attain your dream of financial security.

District Network Offices:

Joe Morris, CFP®, CLU®, ChFC®

Managing Director

111 E Rivulon Blvd
Gilbert, AZ 85297
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Richard W. Beyer

Managing Director

9841 E Bell Rd Ste 110
Scottsdale, AZ 85260-2357
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Steven A Trujillo

8220 San Pedro NE
Albuquerque, NM 87113
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Kevin J. Mazur

Managing Partner

Career Changers

Changing careers doesn't have to be daunting. Coming from many different backgrounds and occupations, our financial representatives go on to develop successful business practices. With support from a quality organization, it can be an easy transition.

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Looking for a career that allows flexibility and exceptional income potential? Do you want top-notch training, mentorship and resources? Have you been searching for a company that demonstrates a commitment to diversity and giving back to the community?

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#1 in the Financial Services Industry

- Selling Power's "50 Best Companies to Sell for Now." October 2016

Top Ten Internship for 22 Straight Years

- Vault Guide to Internships, 2018 edition

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