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.
 
 
Matthew B. Lytell, CFP<sup>®</sup>, CLU<sup>®</sup>, CFS, AAMS<sup>®</sup>

Matthew B. Lytell, CFP®, CLU®, CFS, AAMS®

After graduating from Syracuse University with dual majors in finance and marketing, Matt began his career in the financial services industry with American Express Financial Advisors. While with American Express, Matt served in various capacities including: Financial Advisor, Training Manager, District Manager, and Regional Vice President. Matt was recognized as one the Top 100 financial professionals for investments in the company, and within the Top 50 for the Southern Region 2013-2015.   Matt also earned top Client Satisfaction scores. Matt started with Raymond James in March of 2001 as Vice President and Director of Private Client Group training & development. While at Raymond James, Matt worked closely with the Financial Planning and Research Departments to help them better serve the needs of affluent clients.

 

In 2005, Matt joined the Teague Financial Group as a Wealth Management Advisor.

Matt earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 1994, the Certified Fund Specialist (CFS®) designation in 1996, the Accredited Asset Management Specialist (AAMS®) designation in 1998, the Chartered Mutual Fund Counselor (CMFC®) designation in 2001, and the Chartered Life Underwriter (CLU®) designation in 2011.

Matt served on the boards of several organizations including: Sales and Marketing Executives of Tampa Bay (SME), and Athletes and Executives.

Additionally, Matt has served on the boards of several charities including The Smartfighter Institute and The Treasure Island Reef Project, as well as being active with Easter Seals and The American Cancer Society.

 

 
 
Walter F Putnam, CLU<sup>®</sup>, ChFC<sup>®</sup>, CFP<sup>®</sup>, AEP<sup>®</sup>

Walter F Putnam, CLU®, ChFC®, CFP®, AEP®

Financial Representative
Wealth Management Advisor

Mr. Putnam is a Wealth Management Advisor for Northwestern Mutual Wealth Management Company. Walter joined Northwestern Mutual in 1979 with a focus on Wealth Preservation, Wealth Management, and Business Succession.

 

Walter helps clients clearly define their Mission, Vision, Values and Goals. The firm helps clients make wise choices with their wealth, while helping to reduce the impact of taxes through the use of wealth strategy tools, liquidity, and custom insurance designs. These strategies help provide clients with increased freedom, flexibility, ownership, and control.

 

Walter works with privately held businesses and individuals who have built, created, or inherited wealth. The firm help bring clarity, competence, and management to the planning process to protect clients’ wealth and control its future use. His experience and expertise have made him a sought-after speaker for national and international industry conferences.

 

Walter attended Northwestern Preparatory School in Mound, Minnesota, The United States Air Force Academy in Colorado Springs, Colorado and The University of North Carolina at Charlotte with studies in Math and Business.

 

Walter is a past President of the UNC Charlotte Athletic Foundation, where he served two terms on the board. He was a founding member of the Planned Giving Advisory Council for UNC Charlotte and served on the Alumni Advisory Council.

 

As a volunteer, he has served on the board for KinderMourn, a very special organization which provides professional grief counseling and guidance. KinderMourn’s motto is, “When a child dies, there is help, and there is hope.”

 

He is a member of the Million Dollar Round Table (since 1980) and MDRT’s Top of the Table. He is a Gold Knight with the MDRT Foundation. He is also a member of the Charlotte Estate Planning Council and the National Association of Insurance and Financial Advisors.

 

Walter is a private pilot, who also enjoys travel, golf, tennis, snow-skiing, and playing guitar. Walter is an Eagle Scout with his God and Country Award and earned his Order of the Arrow. Walter has been active in Scouting and has worked as a staff member at Schiele Scout Reservation and the National Boy Scout Jamboree. A native of Cherryville, North Carolina, Walter is the father of three children, Walter Jr., Mary, and Will. Walter is married to Pamela.  Together, Pamela and Walter have ten children and ten grandchildren. They reside in Charlotte, North Carolina and Wesley Chapel, Florida.   

 

Matthew B. Lytell, CFP®, CLU®, CFS, AAMS®
Wealth Management Advisor


Matthew Lytell & Associates

 

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