Natalia Margolis, ChFC®

Wealth Management 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.

 
Brooke Macaluso

Brooke Macaluso

Office 225-293-9527

Brooke is a native of the Harahan, Louisiana area. Brooke is currently a junior at Louisiana State University, majoring in finance. She has also been actively involved with her sorority, Delta Zeta. She first began with Northwestern Mutual in 2020 as an office coordinator. She then began to work with Natalia as a marketing director, gaining valuable experience for her future career. She aspires to continue with Northwestern Mutual and grow with the team after she graduates in May 2023.

 

How can Brooke help you?

  • Scheduling any virtual/in-person meetings with Natalia
  • Assist with any client relations
  • Implement marketing among the team

You can reach Brooke at (225) 412-0243 or brooke.macaluso@nm.com.

 

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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.