Network of Specialists

Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.

 

Anna Whittier

Financial Representative
 
 
David Yousefzadeh, CLU<sup>®</sup>, ChFC<sup>®</sup>

David Yousefzadeh, CLU®, ChFC®

Financial Advisor

David has been an integral part of the Gagne Wealth Management Group bringing a wholistic planning approach to our clients regardless of their stage in life. He focuses primarily with families and local family-owned business to help build and implement customized financial plans for each client. This helps create financial security and ultimately build towards financial freedom.

David has been a Financial Advisor with Northwestern Mutual since 2009. After graduating from Western New England College (University) with a dual bachelor’s in Finance and Accounting he transitioned to a full-time advisor with Northwestern Mutual. David joined the Gagne Wealth Management Group as a Financial Advisor officially in 2012 relocating his office from Springfield to Greenfield, MA. David holds the advanced designations of CLU, Certified Life Underwriter, and ChFC®, Chartered Financial Consultant. He holds his Series 7 and 66 licenses as well as life, accident/health, and long-term care license across 25 states.

 
James M Seretta

James M Seretta

Financial Advisor

Jim has been a Financial Advisor with Northwestern Mutual since 1981. His expertise in the business and estate markets over the last few decades have helped countless families flourish. As these families start to retire and sell businesses, Jim has been able to benefit all of them with retirement, income and asset allocation planning with Gagne Wealth Management Group. This process helps them continue to plan and build future legacies for the transition into their retirement and on to the next generation.

Jim is a graduate of American International College with a Bachelor of Science Degree in Business Administration. He has won numerous industry awards such as the National Association of Insurance and Financial Advisors Quality Award, Million Dollar Round Table, National Sales Achievement Award and the National Quality Award. Jim Holds series 6 and 63 licences. 

 
 
 

Merrill Joseph Gagne
Wealth Management Advisor


Gagne Wealth Management Group

 

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