Paul J Mc Nellis

Financial Representative

 

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, 2007 and 2013. 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 Mission

As a Northwestern Mutual Financial Network Advisor, Paul's mission is to reflect the network’s guiding principles and values of doing what is right for my clients. Paul is 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, he will work to understand your financial goals so that Paul can help provide the expert guidance and quality products at the right time.

 


A Unique Asset

View a presentation to learn more about the distinct advantages of permanent life insurance as a financial asset. l

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

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