Paul S Montello, CLU®, ChFC®, CLTC, RICP®

Managing Director

  • Office 913-215-9202
  • Mobile 913-269-0129

Professional

Before I can speak intelligently about the services that might be appropriate for you and your family, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me.

In my first 3 years as a financial representative I qualified for the Bronze, Silver and Gold Awards.  In 2003 I was the office New FR of the Year.  In addition to my role as an FR, I began mentoring and coaching new FR's as a Field Director and have been a member of the office Leadership Development Group (LEAD) since 2004.  In 2010 I qualified for the company's inaugural Lives Leader's Summit. 

In Jan of 2011, I took on a new role becoming Managing Director of Northwestern Mutual's Leawood, KS office.  In this role, in addition to taking care of my personal clients, I am responsible for all aspects of recruiting, training and development of new financial representatives and advisors at the Leawood location. 

I serve on the board for the Community Impact Foundation.  I am actively involved with the National Center for Fathering, and enjoy spending time with my wife Lindsey, a stay at home mom, my son Luca and infant daughter Sophie Sam. I also enjoy running and playing golf.

 

Years of Experience

Representing Northwestern Mutual since 1999.

Education

Degree Major Institution
Bachelor of Arts General Davidson College

Awards and Recognition

 

Million Dollar Round Table Qualifying Member 2006-2014

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

National Association of Insurance and Financial Advisors Quality Award 2011-2015

Award recognizing commitment to excellence in service to clients and industry

 

National Quality Award 2006-2010

Award recognizing persistency and performance

 

National Sales Achievement Award 2006-2008, 2010

Award recognizing performance

 

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