Northwestern Mutual - Louisiana and Mississippi | Financial Planning & Banks | Insurance

Northwestern Mutual - Louisiana and Mississippi

Categories

Financial Planning & BanksInsurance
111 Veterans Blvd., Suite 940 Metairie LA 70005

(504) 831-8146

(504) 834-2618

Send Email

Visit Website

Hours:

Monday-Friday, 8:00am-5:00pm
About Us

When you're looking for someone to help you manage your financial risk and achieve financial security in today's complex world, you have much to consider.
Rep/Contact Info

View Personal Bio

Mr. Matthew J. Berault

About me
I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.

Education
Louisiana State University - Psychology - Minor Study in Business Administration (Bachelor of Arts)

Expertise: Financial planning, Retirement savings, Estate planning, Small business planning, Life insurance, Disability insurance, Long-term care, College savings, Small business planning, Special needs planning

Mr. Matthew J. Berault

Financial Representative, CLTC®

Phone: (504) 620-4481

Fax: (504) 620-0144

View Personal Bio

Ms. Anitra Blue-Francis

Anitra Blue-Francis began her career in 2007 while studying Finance at Louisiana State University in Baton Rouge, LA. Her office is located just outside of New Orleans, LA in Metairie. She has virtual offices located in 22 states. It is her mission to impact the lives of the people you love the most to earn the right to be your chief financial accountability partner! Anitra leads by serving others and she takes a holistic planning approach that cultivate relationships to earn the right to be a part of her client's team of advisors. You will receive a customized plan that describe specific steps that remove all doubt about your financial future. Your financial plan will be updated often to ensure your needs are always matched with innovative solutions using world-class insurance products and internationally recognized investment solutions.

Ms. Anitra Blue-Francis

Financial Advisor, LUTCF®, CLU®, ChFC®, RICP®

Phone: (504) 831-8146

Fax: (504) 834-2618

View Personal Bio

Mr. William Mason Curran III

With over 25 years of experience, including a major Wall Street firm and large regional bank, I have proudly represented Northwestern Mutual since 2002, providing my clients with a wealth of knowledge and expertise. My educational background includes a Master's in Business Administration, which I earned from Louisiana State University in 1993, as well as a Bachelor of Science in Business Administration from the same institution in 1988. With a strong foundation of education and a client-centric approach, I am fully prepared to guide you towards financial success and help you turn your aspirations into reality.

Mr. William Mason Curran III

Financial Representative, CLU®, ChFC®

Phone: (504) 620-4745

Fax: (504) 834-2618

View Personal Bio

Mr. Steven Dugal

Steven has been part of Northwestern Mutual for more than 30 years, beginning as a financial representative in 1989. He became a managing director in 2001, leading him to his appointment as managing partner in 2007. Always leading with his heart and putting people first, Steven deftly guided his firm through challenges like the aftermath of Hurricane Katrina, 18 other hurricanes and tropical storms, targeting from competitors and a network office merger.

Mr. Steven Dugal

Financial Representative, CLU®, ChFC®, CLF®, LUTCF®

Phone: (504) 831-8146

Fax: (504) 834-2618

View Personal Bio

Ms. Katy Dugal Simpson

Katy is a strategic and results-driven Chief Marketing Officer passionate about financial services and advisor practices. With over ten years of experience in marketing, Katy has a proven track record of developing and implementing successful marketing strategies that drive growth and engagement for her clients.

Katy holds a degree in Marketing from Southeastern Louisiana University and is certified in Adobe and Graphic Design, demonstrating her expertise in the field. She is well-versed in various marketing techniques, including digital marketing, content marketing, and traditional advertising.

Ms. Katy Dugal Simpson

Chief Marketing Officer

Phone: (504) 831-8146

Fax: (504) 834-2618

View Personal Bio

Ms. Becky Gustafson

Becky is a seasoned financial advisor with over a decade of experience performing advanced financial planning for individuals, professionals, and business owners. Becky started as an intern with Northwestern Mutual after graduating from LSU and has never looked back. She helps people to align their finances with their hearts. This is done through an initial consultation and valuation meeting, planning analysis, personalized recommendations, plan implementation, accountability, and ongoing reviews throughout the years of the financial relationship.

Ms. Becky Gustafson

Financial Advisor, CFP, CLU, ChFC, RICP, CASL, CLTC, LUTCF

Phone: (985) 290-6745

Fax: (985) 246-5896

View Personal Bio

Mrs. Avril Habetz

Avril Habetz is a highly accomplished business professional and the newly announced Managing Partner/CEO for Northwestern Mutual of Louisiana & Mississippi. With over two decades of experience in the financial industry, she holds a range of prestigious qualifications. Avril has had a unique career path, starting as an assistant to the Managing Partner and now leading a well-established team of financial professionals in the Greater New Orleans area. She is passionate about mentoring and equipping others to make positive changes in their lives and the lives of those around them. As she transitions from Managing Director to Managing Partner/CEO, she is most proud to be the first woman CEO with the largest territory within the Northwestern Mutual system.

Mrs. Avril Habetz

Managing Partner, MBA, CLF®, CLU®, LUTCF®, ChFC®

Phone: (504) 831-8146

Fax: (504) 834-2618

View Personal Bio

Paige Held

Expertise: Financial planning, Investing, Life insurance, Disability insurance, Retirement savings

My mission is to enrich lives, fulfill dreams, and secure futures of people within the LGBTQ community. If you want your voice to be heard and have the ability to work with an advocate for change in the industry, I may be the right fit for you. I take pride in working for a company who is recognized for LGBT Equality.

Paige Held

Financial Advisor

Phone: (504) 831-8146

Fax: (504) 834-2618

View Personal Bio

Ms. Jennifer Hyde

Personal

After being born in New York and raised in North Jersey, Jennifer moved to New Orleans and has been a resident here for over 24 years. Jennifer graduated from the University of New Orleans with degrees in Marketing, Business Administration and a minor in Management. Jennifer has been an adviser with Northwestern Mutual for over 18 years. During her tenure, she earned the following designations: Chartered Life Underwriter, Chartered Financial Consultant, Retirement Income Certified Consultant, and Chartered Special Needs Consultant.

Being an advisor with Northwestern Mutual allows her the freedom to travel to visit her family and friends and create new memories. She is constantly staying motivated and improving herself to be the best person she can be. Jennifer is committed to helping others achieve their goals by being a good listener and compassionate.

Ms. Jennifer Hyde

Financial Representative, CLU®, CLTC®, ChFC®, RICP®, ChSNC®

Phone: (504) 831-8146

Fax: (504) 834-2618

Annie Juttner

Annie Juttner

Executive Director of Recruitment & Selection

Phone: (504) 831-8146

Fax: (504) 834-2618

View Personal Bio

Andrew Nelson

Andrew Nelson, CERTIFIED FINANCIAL PLANNER™ Professional founded Nelson Financial Group in 2015 in Naples, Florida. In 2017, he had the opportunity to expand by opening a location in New Orleans, Louisiana. His primary focus lies in the design and implementation of comprehensive financial plans for businesses and high-income individuals.

Andrew is a Fiduciary and a CERTIFIED FINANCIAL PLANNER™ Professional. Andrew graduated from Furman University with a Bachelor of Arts degree in Business and Finance. Andrew is a Registered Representative of Northwestern Mutual Investment Services, LLC, maintaining securities Series 7 and 66 Registrations as well as his Life, Accident & Health Insurance license.

Andrew's passion for the business stems from his ability to create and implement strategic solutions to align with the big-picture goals of a family or a business.

Andrew Nelson

Wealth Management Advisor, CFP®

Phone: (504) 335-2133

View Personal Bio

Ms. Karen Prestenbach

Years of Experience

Representing Northwestern Mutual since 1998.

Education

University of New Orleans - Psychology (Bachelor of Arts)

Awards and Recognition

Million Dollar Round Table Qualifying Member 2005

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

National Quality Award 2001-2002, 2006, 2010

Award recognizing persistency and performance

Ms. Karen Prestenbach

Financial Representative

Phone: (504) 831-8146

Fax: (504) 834-2618
Share

Print Email Facebook Twitter LinkedIn

Tell a Friend

Upcoming Events

Pages

Members

Categories

Quicklinks

Events

Northwestern Mutual - Louisiana and Mississippi

About Us

Rep/Contact Info

Mr. Matthew J. Berault

Financial Representative, CLTC®

Ms. Anitra Blue-Francis

Financial Advisor, LUTCF®, CLU®, ChFC®, RICP®

Mr. William Mason Curran III

Financial Representative, CLU®, ChFC®

Mr. Steven Dugal

Financial Representative, CLU®, ChFC®, CLF®, LUTCF®

Ms. Katy Dugal Simpson

Chief Marketing Officer

Ms. Becky Gustafson

Financial Advisor, CFP, CLU, ChFC, RICP, CASL, CLTC, LUTCF

Mrs. Avril Habetz

Managing Partner, MBA, CLF®, CLU®, LUTCF®, ChFC®

Paige Held

Financial Advisor

Ms. Jennifer Hyde

Financial Representative, CLU®, CLTC®, ChFC®, RICP®, ChSNC®

Annie Juttner

Executive Director of Recruitment & Selection

Andrew Nelson

Wealth Management Advisor, CFP®

Ms. Karen Prestenbach

Financial Representative

Upcoming Events

Pages

Members

Categories

Quicklinks

Events

Northwestern Mutual - Louisiana and Mississippi

Categories

About Us

Rep/Contact Info

Mr. Matthew J. Berault Financial Representative, CLTC®

Ms. Anitra Blue-Francis Financial Advisor, LUTCF®, CLU®, ChFC®, RICP®

Mr. William Mason Curran III Financial Representative, CLU®, ChFC®

Mr. Steven Dugal Financial Representative, CLU®, ChFC®, CLF®, LUTCF®

Ms. Katy Dugal Simpson Chief Marketing Officer

Ms. Becky Gustafson Financial Advisor, CFP, CLU, ChFC, RICP, CASL, CLTC, LUTCF

Mrs. Avril Habetz Managing Partner, MBA, CLF®, CLU®, LUTCF®, ChFC®

Paige Held Financial Advisor

Ms. Jennifer Hyde Financial Representative, CLU®, CLTC®, ChFC®, RICP®, ChSNC®

Annie Juttner Executive Director of Recruitment & Selection

Andrew Nelson Wealth Management Advisor, CFP®

Ms. Karen Prestenbach Financial Representative

Upcoming Events

Mr. Matthew J. Berault

Financial Representative, CLTC®

Ms. Anitra Blue-Francis

Financial Advisor, LUTCF®, CLU®, ChFC®, RICP®

Mr. William Mason Curran III

Financial Representative, CLU®, ChFC®

Mr. Steven Dugal

Financial Representative, CLU®, ChFC®, CLF®, LUTCF®

Ms. Katy Dugal Simpson

Chief Marketing Officer

Ms. Becky Gustafson

Financial Advisor, CFP, CLU, ChFC, RICP, CASL, CLTC, LUTCF

Mrs. Avril Habetz

Managing Partner, MBA, CLF®, CLU®, LUTCF®, ChFC®

Paige Held

Financial Advisor

Ms. Jennifer Hyde

Financial Representative, CLU®, CLTC®, ChFC®, RICP®, ChSNC®

Annie Juttner

Executive Director of Recruitment & Selection

Andrew Nelson

Wealth Management Advisor, CFP®

Ms. Karen Prestenbach

Financial Representative