Sharon D Orr, CLU®, ChFC®, CFP®, CASL®, CLTC®

Financial Advisor

Professional

Before I can speak intelligently about the services that might be appropriate for you and your family, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me.

I have achieved the following professional designations which will help me in assisting you with your financial plan:

  --  CLU® (Chartered Life Underwriter) - October 1997

  --  ChFC® (Chartered Financial Consultant) - May 2000

  --  CFP® (Certified Financial Planner) - September 2003

  --  CLTC (Certified in Long Term Care) - February 2011

  --  CASL (Chartered Advisor in Senior Living) - November 2011 

Years of Experience

Representing Northwestern Mutual since 1994.

Awards and Recognition

 

Million Dollar Round Table Qualifying Member 1998, 2002-2006, 2008-2010

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

Million Dollar Round Table Qualifying/Life Member 2011-2015

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

National Association of Insurance and Financial Advisors Quality Award 2011-2015

Award recognizing commitment to excellence in service to clients and industry

 

National Quality Award 1996-2010

Award recognizing persistency and performance

 

National Sales Achievement Award 1995-2010

Award recognizing performance

 

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