Bill J Bradshaw III, ChFC®

Financial Advisor

Staff

Bill Bradshaw takes customer service very seriously. So does his staff. Together, they are committed to providing exceptional customer service to all of their clients.

If you need to schedule an appointment or request any other service, please let them know. They will respond promptly.

 
Kelsey Lauren Greener

Kelsey Lauren Greener, MBA

Financial Representative Assistant
Office 610-975-9900

Kelsey.greener@nm.com

Phone 610-225-6563

Kelsey has been with Northwestern Mutual since 2013. Starting out in February, Kelsey was an Marketing/Recruiting Intern. Upon graduating from St. Joseph’s University, Kelsey was asked to take on this full time opportunity.

Kelsey Greener   is responsible for assisting the underwriting process and Insurance Servicing  as well as assist with any servicing issues related to the Insurance side of the practice.

Below is a short list of what Kelsey is responsible for:

  • Answers your billing questions
  • Helps with any service issue related to Life or Disability Insurance
  • Answers your underwriting and policy delivery questions
  • Helps coordinate the scheduling of your medical exams
  • Submits your Life and Disability applications
  • Manages your applications during the underwriting process
  • Reports your paperwork once a decision is made

She is committed to providing exceptional customer service to all of our clients.  If you need to schedule an appointment or request any other service, please let us know. She will respond promptly.

 

How can Kelsey help you?

 
 

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