Brian Shawn Boucher, CLTC®

Wealth Management Advisor

  • Office 216-802-0921
  • Mobile 216-375-6161

Professional

 

Career Path to Northwestern Mutual

While attending the University of Mount Union, Brian Boucher was drawn to Northwestern Mutual by the prospect of unlimited opportunity for professional achievement. In  2003, he joined Northwestern Mutual as a college financial representative.  Upon graduation, Brian became a full-time financial representative and enjoyed helping clients achieve financial security.  In addition to his own practice as a Financial Representative, Brian discovered a professional strength in fostering the development of other Financial Representatives. In 2007, Brian became the College Unit Director for the college financial representative program.  He was responsible for marketing and building the program in the district office and coaching college financial representatives off to a fast career start. In  2010, Brian was recognized as the leading College Unit Director in the company.
 
 

Continued Growth

Brian continues to grow as a College Unit Director. He has now been awarded the top CUD in the company three years running. Brian is passionate about his own practice and developing financial representatives and was appointed as District Director of the Cleveland office in 2011.  He focuses on identifying, recruiting and developing frontline leaders, supports the creation and execution of the leadership development plan, coaches financial representatives in their first five years and works to improve the retention of our financial representatives.

 

Professional Associations & Memberships

Brian is involved with the National Association of Insurance and Financial Advisors (NAIFA) Cleveland Chapter.  The purpose of NAIFA Cleveland is to provide a support network for insurance, financial and other related professionals with the objective of helping those professionals (and their clients) achieve their personal and professionals goals. NAIFA-Cleveland advocates for a positive legislative and regulatory environment, enhancing professional skills through education, promoting the ethical conduct of their members and networking within the organization and the community they serve.

NAIFA is a national nonprofit organization representing the interests of more than 70,000 insurance and financial advisors nationwide, through its federation of over 900 state and local associations. Founded in 1890, NAIFA is the nation's largest financial services membership association.

Brian is a member for the Million Dollar Round Table (MDRT). MDRT is the premiere 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.

Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards.

  

 

Awards and Recognition

Million Dollar Round Table Qualifying Member 2011, 2013, 2014, 2015, 2016, 2017

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 2011-2012

Award recognizing commitment to excellence in service to clients and industry

 

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