Reggie Joe - Northwestern Mutual

Reggie Joe - Northwestern Mutual Reggie Joe, CLU®, ChFC®, CFP®, is a Northwestern Mutual Wealth Management Advisor

My mission is to help my clients attain financial security for their families and businesses. Whether you are planning for yourself, your family or your business, I will work with you to develop a customized financial plan that puts you in control of your financial future, with integrated strategies, objective advice and recommendations based on your priorities. I offer expertise in financial plan

ning, retirement income planning and investment strategies. I am also backed by a team of Northwestern Mutual professionals who specialize in business succession planning, employee and executive benefits planning, and planning for long-term care. In my 15 years in financial planning, I have achieved the following certifications and designations:

CFP® - CERTIFIED FINANCIAL PLANNER Professional
ChFC® - Chartered Financial Consultant
CLU® - Chartered Life Underwriter

Market gains are no longer coming from just a few stocks. Our latest Quarterly Market Commentary explores why diversific...
07/16/2026

Market gains are no longer coming from just a few stocks. Our latest Quarterly Market Commentary explores why diversification may be playing a bigger role in investor success in 2026. http://spr.ly/6188BEprmE

This economic climate isn’t making anything easy. But that’s why I'm here. You might not be ready for the life you want ...
07/14/2026

This economic climate isn’t making anything easy. But that’s why I'm here. You might not be ready for the life you want to live just yet, but I can help you make a plan to get there.

The labor market appears to have regained its footing, shifting the focus back to inflation. This week's commentary exam...
07/14/2026

The labor market appears to have regained its footing, shifting the focus back to inflation. This week's commentary examines why persistent price pressures—not slowing employment—may be the bigger risk for markets in the second half of 2026. http://spr.ly/6183BEpM99

07/13/2026

Debt stress doesn’t wait for your balance to hit a certain number. It shows up in your body, your relationships, your sleep—sometimes long before you’re willing to look at the actual numbers. If that sounds familiar, you don’t have to go it alone. Let’s talk and make a plan to bring you real peace of mind.

In the meantime, download the free Family Financial Planning Workbook at http://spr.ly/6182BEKLkk.

Tackling just one financial task each month is a great way to keep your goals on track without feeling overwhelmed. Plea...
07/13/2026

Tackling just one financial task each month is a great way to keep your goals on track without feeling overwhelmed. Please reach out if you'd like to review your personalized plan. http://spr.ly/6184BDmma8

If you want to cheer on Team USA in person at the 2028 Olympics, let’s talk about how to draft a champion-level trip bud...
07/06/2026

If you want to cheer on Team USA in person at the 2028 Olympics, let’s talk about how to draft a champion-level trip budget. We love seeing you reach your goals with confidence. http://spr.ly/6182B6tsK2

AI continues to influence the economy and markets—but not all companies are benefiting equally. Rising costs and sticky ...
06/30/2026

AI continues to influence the economy and markets—but not all companies are benefiting equally. Rising costs and sticky inflation underscore the importance of a diversified investment plan. Read this week’s Market Commentary to learn more. http://spr.ly/6183BDa6Gv

06/29/2026

Even the AI expert would call a human advisor. 💬 That’s not a knock on the technology—it’s just clarity about what it’s actually good for. If you’re at a big life moment and want someone in your corner who knows the full picture, I’m here for that conversation.

Protecting your family is just one of many benefits life insurance can provide for you and your loved ones. Let’s talk a...
06/29/2026

Protecting your family is just one of many benefits life insurance can provide for you and your loved ones. Let’s talk about other benefits, too. http://spr.ly/6187B890NU

06/24/2026

You deserve to live with a little more confidence and a lot less second guessing. I can help you get that by helping you set up your financial plan.

Address

1201 Edwards Mill, 2nd Floor
Raleigh, NC
27607

Telephone

+19197552356

Website

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