Gary A Bradford, CLU®, ChFC®, RICP®

Financial Representative

My Team

I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment, make changes to your policy, submit a claim or request any other service, please let us know. We will respond promptly.

 

Mary Knox Marsh

Office 215-569-1222

Mary's responsibilities include policy owner service, scheduling, and marketing efforts.

Mary graduated from Temple University in 2011 with a Bachelor of Science in Education. She joined our Northwestern Mutual team in April of 2014. Prior to joining us, she worked at Sunrise Senior Living for eight years. By working in an assisted living facility, Mary gained the knowledge and experience she needed to provide valuable insight into the industry behind the risk of long term care.

If you have any questions or concerns you want to address with me, please contact Mary so that she can schedule a meeting for us either in person or over the phone.

 
Donna K Dailey

Donna K Dailey

Associate Financial Representative
Office 215-972-2773

Donna is the hub for all of our business activity. A short list of duties is not indicative of all the responsibilities she takes on, not the least of which is making me look good. In a service oriented business, everyone should have a Donna.

Donna joined NM as Gary's assistant in October 1994. Became associate financial representative in 2001. Prior to joining Gary, had a 20-year career in a major life insurance company's home office, working in a customer service and compliance capacity.

How can Donna help you?

  • New Business:
    • Life insurance and Disability Income insurance. Long Term Care Service Questions.
  • Policy Service:
    • Policy and billing information and requests
    • Update client information (address, beneficiary)
    • Policy loans and repayment options
    • Compliance - licensing and continuing education
    • Scheduling appointments
 

Alixandra J Porrini

Associate WMC Advisor
Office 215-972-2768

Director of Investment Operations

Alixandra specializes in portfolio construction, investment operations and trading.

Alixandra graduated summa cum laude from West Chester University in May 2008 with a Bachelor of Science in Marketing. She started her career with Northwestern Mutual 10 years ago and join our team in April 2017. She holds her securities Series 6, 63 and 7 registrations and also her Life, Accident & Health Insurance license.

If you have any questions regarding your investment accounts, please reach out to Alixandra.

 

 
 

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