Robert S Fussell, CLU®, ChFC®, CFP®, CASL®, RICP®

Wealth Management Advisor

My Team

Bob Fussell regards clients' financial security among the most important issues and so does his team of professionals that are focused on understanding and serving each individual client.  Call whenever you have a question, concern or need.  Bob and his team are eager to help. You can learn more about his team below and in our specialist and staff pages.

 
Monica Ward

Monica Ward

Associate Financial Representative
Office 919-755-3276

Monica has been with Northwestern Mutual since 1992. She has both her life and health insurance licenses for the state of North Carolina. Monica's primary role is in servicing our clients. She takes responsibility for insuring questions and requests are dealt with in a timely and efficient manner. Monica is also involved in other key areas, such as client communications and business processing. Monica's experience is evident in her organized, multi-tasked approach to serving our clients' day-to-day needs.

 

Call Monica for assitance with insurance related inquiries and changes.

 

Katherine Fussell

Associate Financial Representative
Office 919-834-7772

Katherine graduated from UNCW in 2012 with a BS in Business Administration with a concentration in Marketing. She is fluent in Spanish and has both her life and health insurance licenses for the state of North Carolina. You may have guessed she is related to me somehow, and you are correct. She is my oldest daughter. Family is one of my biggest values, so getting to share an office space with my daughter makes the work day that much sweeter.

Call her for assistance with scheduling, investments, and any computer issues.

 
 

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