Brian M Jones, CPA, PFS, CFP®, CLU®, CLTC®
Wealth Management Advisor

The Jones Financial Group

Network of Specialists

Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.

Nigel Roberts, CFA<sup>®</sup>

Nigel Roberts, CFA®

Financial Advisor

Nigel lives in the Greater Hartford area, where he grew up.  He enjoys spending time with his wife and two children, as well as golfing, and being involved in his community.  In October of 2016, Nigel received the One Hundred Men of Color Award.

Nigel Roberts is a Financial Advisor with Northwestern Mutual. In this role, he works with his clients to understand their current financial picture, identify specific goals that align with their core values and build a strategic plan to achieve those goals. Nigel meets with his clients periodically to review and adjust the strategy so it remains current and reflects their vision for the future. Nigel began his career at Thomson Reuters in Boston and later moved to Hartford Investment Management (HIMCO). While working in investment management he gained skills in equity and fixed income markets and earned the distinction of Chartered Financial Analyst® (CFA®) designation.  He is a member of CFA Institute.

Nigel earned his Bachelor’s Degree in Economics/Finance from Bentley University in 2002. While attending Bentley University he played collegiate soccer and was involved in the investment club. Nigel also holds his FINRA Series 6, 7 and 63 licenses.

Dana R Barrows, CLU<sup>®</sup>, ChFC<sup>®</sup>, J.D.

Dana R Barrows, CLU®, ChFC®, J.D.

Estate & Business Planning Specialist
Our Estate & Business Planning Specialist assists clients with estate, business and executive benefit needs.

Has focused his practice the past 30 years, on working with closely held, often family business owners, their families and the Business.

His law background and tax knowledge enables his team to work collaboratively with the Owner’s other professional advisors, to achieve the desired and appropriate Business Continuity, Succession, and Estate Tax Planning and Funding Solutions.

Robert D Davey, CFP<sup>®</sup>, CLU<sup>®</sup>, ChFC<sup>®</sup>

Robert D Davey, CFP®, CLU®, ChFC®

Long Term Care Specialist
Our Long Term Care Specialist helps individual and corporate clients understand their long-term care needs and designs solutions tailored to their unique situation.
Seth J Kalkstein

Seth J Kalkstein

Disability Income Specialist
Our Disability Income Specialist assists individuals and businesses design a disability income insurance program for both individual and group needs.
John M Cortese

John M Cortese

Annuity Specialist
Our Annuity Specialist provides expertise in helping clients create an approach for financial security in retirement utilizing both wealth accumulation and retirement income strategies.

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