My Team

 

As a Financial Representative for Northwestern Mutual, I am committed to helping my clients whether they are concerned for their own financial needs or those of their family or business. I don't do it alone. Here you will find a listing of the people who help make it happen.

Together, we stand committed to providing the best customer service possible. If you have a problem or need assistance at any time, please let us know.

 
Dylan J Habeeb

Dylan J Habeeb, CLU®, ChFC®, CFP®

Office 813-875-2005

Dylan has been with Northwestern Mutual for more than 10 years. During his tenure with the company Dylan has served as a registered financial representative, as well as an associate on an Executive Benefits Team helping clients with Bank Owned Life Insurance (BOLI) and Corporate Owned Life Insurance (COLI) plans. Dylan holds his Series 7, Series 63 and Florida 2-15 (Life & Health) License. Dylan also has the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations from the American College, and is a board ERTIFIED FINANCIAL PLANNERTM professional (CFP®). Dylan has a Bachelor’s degree in Finance from the State University of NY at Oswego.

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM  and CFP®  (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

 

Richard G Mc Donnell, CLTC®

Financial Advisor

 

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