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Northwestern Mutual - Heidi Walsh

Northwestern Mutual - Heidi Walsh

 
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Other >> Financial Advisors

Northwestern Mutual - Heidi Walsh

35 Village Road
Suite 200
Middleton, MA 01949 | View on Google Maps
Heidi Walsh Heidi Walsh
(781) 224-1646

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David has been an advisor at NM for 2 years, helping his clients achieve financial confidence and peace-of-mind, by providing world-class support and accountability towards their individual plans. As a fully licensed financial advisor, he successfully and strategically integrates insurances and investments into his clients plans. He works mostly with young families, (As he refers to them as people "Breaking the News": newlyweds, newborns, news home buyers!) As he states "these are the people that find the most value in the work we do, especially being in that new transition in life can come with a lot of uncertainty. I strive to be their anchor and make sure they never have to worry about going backwards in their plans." Despite being at NM for a short 2 years, David plans to be an advisor for "a minimum of 40 years." He came into this career directly after graduating college and often states: "This will be my first, and last career."

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 (Date: 3/22/2026)
 

 
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