Grant Coldwell, CLTC®
Financial Advisor


Physicians Nationwide

Staff

When you become a client of Grant Coldwell, you will have access to a great staff team that will work to help strengthen your financial security.  Please see our team below.

 
Monica Richardson

Monica Richardson

Associate Financial Representative
Office 561-284-8100

Monica started her Northwestern Mutual career with Grant in 2016.    She has earned her life and health license and looks forward to continue growing with Grant and the team. She has been and continues to be dedicated to providing exceptional service to his clients.

Prior to Northwestern Mutual, Monica spent 10+ years working in the medical field, specializing in health insurance verification and coverage.

When not in the office you can find Monica enjoying the sun and sand with her husband George and two children, Haydon and Liz. She enjoys traveling and spending time with family and friends.  

 

Marlene Y Roberts

Associate Financial Representative
Office 561-284-8129
 
 

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