James K. Wallace

College Unit Director

  • Office 713-266-0775
  • Mobile 832-266-7037

Houston Support

 

Northwestern Mutual extends our care and concern for people impacted by the recent disaster. Our home office is partnering with our financial representatives to ensure our clients have the support they need. If you have questions or concerns about your business with us, or you are not able to reach your financial representative, please contact us at the home office.

Insurance and Annuities: For service regarding your insurance policies and annuities please call (800) 388-8123.

Accounts: If you need information about your investment account, execution of trades and access to funds or securities, please contact us at (866) 950-4644.

 

 

It's About More Than Just the Money

     As a financial representative, my passion is working alongside my clients to create a map for their financial future that gives them practical action steps to reach their goals and dreams.  To my clients, financial success is more than just numbers in your accounts.  It's about how you are using the numbers in your accounts to make a difference in the world around you.  Whether the strategies we put in place create a better future for their family, their community, or the world, my clients are all difference makers.  

     It is my goal to bring clarity to a crucial, yet complex and often uncomfortable part of people's lives.  By taking time to understand your vision and values, I help put the pieces of the financial puzzle into the right places so that we are looking one comprehensive picture.  Once we can see where everything fits, we fill in the gaps, and map out our path forward.  

     My clients often tell me that I bring them confidence and peace of mind by helping them: make sure that they are still able to hit their goals if life throws something unexpected at them, take the mystery out of investing by using a systematic approach, and step into retirement knowing they have reliable income that allows them to pursue their passions without the burden of financial stress.

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

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See Your Complete Financial Picture

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