Jeff Garrard

Financial Representative

My Team

With combined experience of over 73 years, in the financial services industry, the Financial Planning Services team offers a wide array of services.  We partner with the Northwestern Mutual home office, agency leadership and the local compliance officers to offer unbiased support to the financial professionals we serve.  It is our goal to provide a personalized life stage appropriate financial plan for every business and family in the North Florida and South Georgia area.

 

Brenda Battin Huntley

Assistant
Office 850-460-7693
 
Joey R Banghart

Joey R Banghart, FSS

Director of Financial Planning

Joey joined Northwestern Mutual in 2011 and has worked in the financial services indusrty since 2001.  Joey serves as my Director of Financial Planning.  In this role Joey helps me deliver financial security to my clients by managing the team that is developing personalized financial plan based on my client's specific goals.  Joey also consults with me and the team to provide investment product solutions as part of our long term strategy which is consistent with the goals outlined in the plan.  Joey holds the Financial Services Specialist (FSS) designation, Series 7, 66, 9, 10 and is fully licensed in life, health and disability insurance.  Joey has a bachelor's degree in Banking and Finance from the University of North Florida.

 
Drew E Thompson

Drew E Thompson, CFP®

Financial Planning Consultant

Drew joined Northwestern Mutual in 2016 and has worked in the financial services industry since 2002.  Drew serves as my Financial Planning Specialist.  In this role Drew helps me deliver financial security to my clients by developing personalized financial plans based on my client's specific goals.  Drew also consults with me to provide investment product solutions as part of our long term strategy which is consistent with the goals outlined in the plan.  Drew holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, Series 7, 66, and is fully licensed in life, health and disability insurance.  Drew has a bachelor's degree in Finance from Florida State University.

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER  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.

 
 

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