Welcome from Alexander Financial Services

Alexander Financial Services specializes in holistic financial planning, helping clients accumulate assets with distribution in mind. To learn more about how we can help guide you down the path to achieving your financial goals, please click on the Background and Team tabs.


Delynn Alexander and Reena Bland Speak at NM Employee Town Hall

On September 28, Northwestern Mutual's home office in Milwaukee, WI hosted a Special Edition Employee Town Hall to vividly paint the picture of where NM is headed by sharing excitement and insight into the company's strategy. Delynn and Reena were invited to speak on a few of their key strategies which included creating a distinctive client experience by leveraging technology to better serve their client's needs. This event also featured John Schlifske, Chairman and CEO of Northwestern Mutual and Keynote Speaker, Josh Linkner.


Delynn Alexander Speaks at Women President's Organization Event

On September 19, Delynn Alexander was invited to speak at the NC Chapter of the Women President's Organization, an international organization for women who own and run multimillion-dollar businesses. Delynn spoke about her role as Wealth Management Advisor and how she and her team at Alexander Financial Services specialize in holistic financial planning, helping clients accumulate assets with distribution in mind. She also talked about her partnership with Northwestern Mutual and how together they make life changing impact through personal relationships, world class financial solutions and a commitment to service.


Delynn Alexander and Reena Bland Represent Alexander Financial Services at AALU Annual Meeting

On April 30 - May 2, Delynn Alexander and Reena Bland traveled to Washington, D.C. to represent Alexander Financial Services at the 2017 Annual Meeting of the Association for Advanced Life Underwriting (AALU). For 60 years, AALU has been the trusted influential voice for the life insurance community in Washington, D.C. AALU members have the opportunity to build strong, personal relationships with key Congressional leaders, network with the most successful professionals in the life insurance markets, and learn from peers and recognized experts in order to continue to support and advocate for their clients at the highest levels.
 

 

 


Alexander Financial Services Hosts Top Northwestern Mutual Executive

On March 20-22, Alexander Financial Services hosted Northwestern Mutual advisors and their team members from around the country in their Durham offices. Northwestern Mutual Wealth Management Company (NMWMC) Chief Investment Strategist Brent Schutte, CFA®, visited with AFS, meeting attendees and delivered high-level information around the market and economic climate in an exclusive session. Brent has been featured in national media outlets as an industry thought leader on topics including the interest rate environment and the outlook for monetary policy, U.S. markets and economic trends, consumer confidence, the global economy and more.

You can read more from Brent and his investment team by following the "Ask the Financial Expert" blog on northwesternmutual.com.


2017 Celebration of Excellence

Our team was honored at the 2017 Mardi-Gras themed Celebration of Excellence on Friday, March 3rd at the NC Museum of Natural Sciences in Raleigh. The Financial Security Creation Award recognizes our firm's top financial advisors who help their clients achieve their goals through balanced financial plans and a total needs approach. We were honored to place in the top 18 but being recognized for helping our clients achieve financial security is the best reward!


Delynn Alexander published in Advisor Today

MARCH 2017 -- In a recent article published to the Product Spotlight - Financial Planning section of Advisor Today, Delynn talked about the necessary steps and insights for financial professionals in developing strong financial planning relationships with female clients. Having a focus on the "whole picture" and fostering financial empowerment - save, spend, invest, protect, and grow - help women feel more confident in working with an advisor to achieve their financial goals.


Delynn Alexander Featured in Triangle and Dallas Business Journals

Delynn Dolan Alexander, Field Director and Wealth Management Advisor based in Durham, NC, is the first woman at Northwestern Mutual to ever achieve the “$1 million/$1 million” distinction, with $1 million in both risk and investment production. Delynn Alexander, Reena Bland and the Alexander Financial Services team worked hard to reach this exceptional milestone and stand as an example of a balanced, integrated practice dedicated to developing tailored financial plans for both families and businesses that stand the test of time.


Our Commitment to Excellence

At Alexander Financial Services, we take our responsibility to our clients seriously, knowing that most people come to us with complex situations that can seem overwhelming. We take the time to establish a relationship with you, listing your goals and objectives, identifying your assets and liabilities, and comparing what you have to what you want, which enables us to provide you with risk protection and investment solutions you need to make the right choices.

For our team, that partnership is built on one core value: helping people. That's what we've been committed to for the past 25 years with Northwestern Mutual, and that's what our clients have come to expect.

Think of Alexander Financial Services as your partner – a partner who is with you every step of the way as you make the most important decisions of your life.

Delynn Alexander's mother, Elaine Dolan, CLU®, ChFC®, had also been a Northwestern Mutual Financial Representative since 1981. After 30 years of serving her clients, Elaine has retired and chosen to keep her business in the family - Delynn and her team are proud to continue providing the same great service and guidance to Elaine's clients as they move forward with their financial goals.


Recommended Articles

Economic and Market Commentary
Please click on the links below to read economic and market commentaries:

Long-Term Care Planning

  • Long-Term Care: Costs, Caregiving, And Choices
    Preparing for the possibility that you might require care for an extended period of time as a result of a chronic illness, a disabling condition such as paralysis, or cognitive impairment (e.g. dementia). Read the article.
     
  • What is Long-Term Care and What Are Your Options?
    Click here to learn more.
     
  • How Much Would a Future Long-Term Care Event Cost?
    Use the LTC Cost Calculator to better understand the potential cost of a long-term care event and how it can vary by age, where the care takes place and the length of care.
     

Northwestern Mutual In The News:

For the most up-to-date news on the company, please visit our News Room.

 

Delynn Dolan Alexander
Wealth Management Advisor


Alexander Financial Services

What’s in the Final Senate Tax Bill, And What Could Still Change?

See the differences between the Senate tax plan and the bill that passed the House. Read more.

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

How Much More Room Does This Economy Have to Run?

The Dow is reaching record heights, but is there growth left? Should investors be ready for a downturn? Our experts weigh in on how likely it is that investors will see growth and what causes markets to change course.

 

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