Staff

Our team endeavors to manage the process that allows our clients to discover financial peace of mind and to leave everyone better than when we first met them. That's why our team takes customer service very seriously. We are dedicated to providing you with unparalleled customer service and a superior level of professional advice. From your own financial needs to those of your family or business - we’re here for you.

Please don’t hesitate to contact us if you need to schedule an appointment, request a service, or even just ask a question. We promise to provide you a prompt, friendly, and knowledgeable response every time.

 
Paige A Holt

Paige A Holt

Associate Financial Representative
Office 704-494-8060

In the summer of 2015, Paige discovered a passion for financial planning and joined Northwestern Mutual as an Associate to Lynn Bowser. She has since become licensed in North Carolina and New York with a Life & Accident Health insurance certification, allowing her to work more directly with clients. She is our go-to person for all investment and insurance-servicing related matters for our clients.

 

Paige graduated from Bryant and Stratton college with a degree in Medical Billing and Coding. In her free time she enjoys traveling, spending time with friends and family, and running.

 
 

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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.