Northwestern Mutual is a U.S. financial services company whose offerings include life and disability insurance, annuities, investment brokerage, investment advisory, and trust services. Through its financial representatives, the company helps individuals and families consider their priorities and develop financial plans using strategies tailored to their goals. Products and services are provided by appropriately licensed and appointed entities and professionals, and availability can vary by state.

In Dallas, John M. Patison is a Northwestern Mutual Wealth Management Advisor and Certified Financial Planner professional. He serves clients from the company’s office at 5420 Lyndon B. Johnson Freeway and emphasizes starting financial conversations with each client’s life, family, priorities, and goals. Northwestern Mutual also provides educational resources on topics such as retirement planning, insurance, and choosing a wealth manager, along with an app for secure account access. The company reports high financial strength ratings from major rating agencies and highlights its insurance and investment capabilities. Brokerage and advisory services are provided through affiliated Northwestern Mutual companies, subject to applicable disclosures and licensing.