Network of Specialists

Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.

 
Kevin S Bode

Kevin S Bode

Retirement Plan Specialist
Our Retirement Plan Specialist provides expertise in plan design to develop retirement plan solutions for business owners and their employees.
 
Peter P Leone Jr

Peter P Leone Jr

Financial Representative

Peter is our Bank Owned Life Insurance (BOLI) Specialist who provides expertise in the plan design and implementation of executive benefit plans for our regional bank clients.

 
Stephen P Grillo, CLU<sup>®</sup>, ChFC<sup>®</sup>

Stephen P Grillo, CLU®, ChFC®

Wealth Management Advisor

Stephen Grillo has been part of the financial services industry since 1974. He is a graduate of St. Fancis University (1972) with a Bachelor of Arts degree.

Stephen has earned the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations from The American College.

 

The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.

The Chartered Financial Consultant (ChFC®) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC® program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.

 

 

John Bongiovanni, CFP®, CLU®, ChFC®, RICP®
Wealth Management Advisor


Generational Wealth Management

  • Office 814-651-0852
  • Fax 814-452-3068

 

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