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Paul McNellis is recognized as a Financial Advisor with the Effner Financial Group of Northwestern Mutual Financial Network in Downers Grove, IL and works in the Bank-Owned Life Insurance (BOLI), Corporate-Owned Life Insurance (COLI) and personal marketplace.
Prior to that, Paul McNellis was the Institutional Fixed Income Specialist for the Canadian Imperial Bank of Commerce (CIBC)-Oppenheimer, where he worked with Fortune 500 companies with regards to fixed income instruments.
Speaking engagements include the Northwestern Mutual Central Regional Meeting, January 2006, where Paul McNellis was recognized as the #1 Producer for the Central Region and the Northwestern Mutual Annual Meeting, July 2007, where Paul McNellis was a featured speaker on the topic of Executive Benefits and BOLI. He was also highlighted in the Northwestern Mutual newsletter, Columns', in February 2006.
Paul McNellis has qualified for Northwestern Mutual Forum in 2004, 2005, 2006 and 2007. Paul has reached the Northwestern Mutual Central Regional Bronze, Silver, Gold and Platinum Leader levels as well as being named the Premium Leader in the Central Region in 2005.
Paul is a member of the Million Dollar Round Table (2004-2010), the Illinois Bankers Association (IBA) and the Community Bankers Association of Illinois (CBAI).
Paul McNellis graduated from the University of Colorado at Boulder with a B.S. in Psychology in 1991.
Paul McNellis holds Series 7 and 63 licenses.
Paul is married to Bridget, they reside in St. Charles, Illinois and have three lovely children, Madeline, Mary and Danny.
My MissionAs a Northwestern Mutual Financial Network Advisor, my mission is to reflect the network’s guiding principles and values of doing what is right for my clients. I am committed to providing you with financial solutions that are tailored to your particular needs. Whether you are concerned for your own financial future or that of your family or business, I will work to understand your financial goals so I can help provide the expert guidance and quality products at the right time. Northwestern Mutual Financial NetworkWe provide you with access to a nationwide network of representatives, advisors and specialists—people who have invested their time and developed their talents to become experts and they have the knowledge that comes only from experience. What’s paramount is to have a flexible approach with complementary solutions. We strive to call on the full capabilities of the Northwestern Mutual Financial Network, providing our clients with financial services that allow them to feel assured that their intentions have been understood and their needs are being addressed. |
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© 2010, The Northwestern Mutual Life Insurance Company/Northwestern Mutual, Milwaukee, WI. All rights reserved. 720 East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444. Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from your Financial Advisor. Northwestern Mutual Financial Network is the marketing name for the sales and distribution arm of The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM), and its subsidiaries and affiliates. Paul Joseph Mc Nellis is an Insurance Agent of NM (life insurance, annuities and disability income insurance) and Northwestern Long Term Care Insurance Company, Milwaukee, WI, a subsidiary of NM (long-term care insurance), and a Registered Representative and Investment Adviser Representative of Northwestern Mutual Investment Services, LLC, 1901 Butterfield Rd Ste 450, Downers Grove, IL 60515-5458, 630-353-2300, a wholly-owned company of NM, broker-dealer, registered investment adviser and member FINRA (www.finra.org) and SIPC (www.sipc.org). NM and The Effner Financial Group are not broker-dealers or registered investment advisers. There may be instances when this agent represents insurance companies in addition to NM or its affiliates. The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network Representatives and their staff might not represent all entities shown or provide all the services discussed on this Web site. Not all products and services are available in all states. Paul Joseph Mc Nellis is primarily licensed in Illinois and may be licensed in other states. |
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