Alex L Wilkinson, RICP®, CLTC®

Financial Advisor

My Team

Team photo

Achieving financial security goes beyond creating a plan. My team and I are here to partner with you to create your legacy for you, your family, or your business. Regardless of your financial needs, we are available as a reliable and trusted resource.

As part of our client experience, we will have periodic touch points to make sure your financial plan is staying on pace with your life.

If you need assistance at any time, don't hesitate to reach out to a team member.


 
Meaghan Peters

Meaghan Peters

Associate Financial Representative
Office 630-723-5086

Meaghan has been part of the Team since September of 2016. She came to the Team following a job at an Animal Hospital and is still passionate in helping with rescues and the like in her spare time. When she isn't spending time with her own rescued dog, Nova, she can be found at the local fishing spot, knocking down pins at the alley, hiking, or dabbling in her latest venture of crafting!!

She assists our clients in the following areas:

  • Coordinating the onboarding process of new clients with their investment and insurance accounts
  • Liaison between the client and the home office to make sure accounts are set up correctly and helps makes any updates or changes to the existing account
  • Technology assistance as clients begin aggregating their accounts
  • Scheduling annual reviews with our team
 
 

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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.