Natalia Margolis

Financial Advisor

My Team

I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.

 

Shannon Joy Cheney

Associate Financial Representative
Office 561-245-9304

Shannon started her career with Northwestern Mutual as part of Natalia Margolis's team in 2013. Shannon has an extensive background in customer service and the Insurance Industry. Shannon holds her Florida 2-15 License in Life, Health and Variable Annuities. In her spare time, she enjoys cooking, traveling and sporting events as well as spending time with her husband and their Rottweiler Duke Wayne.

Shannon may work directly with you to:

  • Schedule appointments and account reviews.
  • Assist in case preparation.
  • Process new insurance accounts and provide underwriting updates.
  • Answer questions you may have about billing inquiries and general questions on your policy(ies).
  • Provide assistance with online access to view your Northwestern Mutual insurance and investment accounts.
 
 

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