Tri-Harbor Financial Group

Amazing Saturday with Publicolor. I love Tri-Harbor Financial Group's dedication to volunteering and proud that I've been able to do several of these events. Got to spend time paired with a wonderful teenager who made me feel ancient when he called the music and games I grew up with "retro." We added some color to Kappa International High School and shared lots of laughs. Can't wait for the next one.

On Saturday, we had a great time at Kappa International High School in the Bronx, painting with our friends from Publicolor! ?? A huge thank you to the volunteers who came out to lend a hand! Jonathan E. Romero, Jr., CLU?, ChFC?, RICP?, CLTC?, Ivan Vargas, and Janet You.

This morning, the Tri-Harbor Financial Group celebrated 5 years of hosting our unique “Thriving Call,” which began when Covid hit our cities, and has continued every weekday for five years. The call is a way for our firm of 500+ people to gather together and begin each morning. On our anniversary call this morning, we had the honor of hearing from President and CEO Tim Gerend, and Executive Vice President and Chief Field Officer John Roberts. Tim shared what he sees as the three things that set Northwestern Mutual apart from our competitors: our talented financial advisors; our recipe for financial planning; and our products. It was an inspiring call on so many levels. Here’s to the next 5 years!?

This Women's History Month, we honor the incredible journeys of the women at our firm who have transformed their career paths and inspired us all. This week, we proudly spotlight Bridget O'Brien, whose dedication and innovative spirit has made an impact on our team. We believe in empowering women to pursue their passions, embrace new challenges, and chart their own paths to success. Stay tuned as we continue to celebrate the achievements of more remarkable women in the weeks to come! ???? #WomensHistoryMonth #Empowerment #CareerTransformation

We are thrilled to announce that our very own Ellen Singer has been awarded the prestigious Community Service Award by Northwestern Mutual! Ellen has been an indispensable part of our firm, significantly enhancing our community service and diversity and inclusion initiatives. Your relentless dedication and commitment to making a difference at Hetrick-Martin Institute and beyond are truly inspiring, Ellen. Thank you for all that you do; your efforts are always appreciated. Congratulations on this well-deserved recognition! ??

Happy Women’s History Month! ?? As we celebrate the key roles of women in the workforce, we recognize and support the opportunities for growth and advancement within our firm. Throughout March, we are excited to share the inspiring stories of three women who have transformed their career paths here. Stay tuned! #womenshistorymonth

Tri-Harbor Financial Group just broke the record for Agents Impacting the Marketplace (AIM). This is based on how many active Northwestern Mutual financial reps a firm has (we now have 263)! What an amazing impact on our markets and the clients we serve. Kudos to our recruitment and training & development teams, who make this happen. Theirs are the toughest jobs in the industry. Congrats, team. Keep crushing it! ??

Congratulations to Shannon Ouellette, CFP?, RICP?, CDFA? for being recognized on the Forbes Top Women Wealth Advisors Best-in-State list for 2025! ??

We are thrilled to announce that Northwestern Mutual has been recognized as one of Built In's 2025 Best Places to Work. Find out what makes us a great place to build your career: https://spr.ly/6047ILoF9 #NMcareers #2025BuiltInBest #BPTW2025