ARIA FINANCIAL SERVICES

Helping you accomplish what's next so you can live an abundant life today.

At AFS, we know that you’ve likely already laid a great foundation for your financial success. You’ve worked hard, saved well, learned from your experiences and built an impressive balance sheet.

But where do you go from there?

How do you know that you’ll be able to leverage the wealth that you’ve built in a way that allows you to amplify its impact?

What is next?

Let our team help you clarify your vision for the future and enter the next chapter of growth. We will empower you to achieve a deeper understanding of your financial capacity and enjoy an abundant life today.

If our team can be a resource to your or someone you care about, please call our office or get in touch at this link.


AFS Featured at JP Morgan's Women on the Move Conference

Aria Financial Services CFO Reena Bland at JP Morgan’s exclusive “Women on the Move”. The featured speakers were Former Secretary of State Condoleezza Rice and Actress, Author, and Businesswoman Gwyneth Paltrow.
 

It was a fantastic event hearing these amazing women speak and collaborating with Emerging Markets Portfolio Managers! https://www.jpmorganchase.com/…/About…/women-on-the-move.htm


AFS Featured at 2019 NAIFA Conference

Delynn Alexander and Reena Bland of AFS were featured on the main stage of the Performance + Purpose 2019 NAIFA Convention held in Orlando, FL from September 11-14. Their presentation was titled “Leading Like Warren & Charlie – The Role of Permanent Life Insurance” and discussed the importance of having a great business partner to grow your financial planning practice. They also discussed how permanent life insurance is the foundation of their personal practice and a very important part of their clients’ financial futures.


Northwestern Mutual Honored with 2019 CIO 100 Award for Innovation

Northwestern Mutual has been selected as a winner of the 2019 CIO 100 Award for its fraud detection capabilities to safeguard its clients' financial security. The annual CIO 100 awards program celebrates 100 organizations using IT in innovative ways to deliver business value through technology and innovation.

"We're honored to be recognized for our commitment to protecting our clients' personal and confidential information with the CIO 100 Award," said Souheil Badran, executive vice president and chief innovation officer at Northwestern Mutual. "Northwestern Mutual is transforming the way people experience financial security and technology is enabling us to create new digital planning tools for our clients and advisors. It's exciting to be at the forefront of this work, and we recognize that effective management of risk and security is critical in order to provide our clients with a distinctive, secure experience."

The CIO 100 Award is highly competitive program that recognizes companies using technology to deliver high business value by creating a competitive advantage, optimizing business processes, enabling growth, engaging more deeply with clients or by digitally transforming the business. More than 400 companies were nominated and evaluated by a panel of industry judges.

Northwestern Mutual's commitment to innovation has helped transform the company and introduce new digital capabilities for its clients, financial advisors and employees. With a singular focus on helping clients achieve financial security, Northwestern Mutual is continuing to innovate to create new and better ways to meet clients' needs and goals.

To learn more about Northwestern Mutual's commitment to innovation, visit innovation.nm.com.


John Schlifske Talks Investment Strategy with FORTUNE

Our CEO John Schlifske recently sat down with Susie Gharib, host of FORTUNE's "On Leading" series. John discusses our company's long-term investment strategy, the importance of knowing what you're investing for, and current optimism for markets and the U.S. consumer.


Aria Financial Services Speaks at Northwestern Mutual Annual Meeting

Delynn Alexander and Reena Bland presented to a group of Northwestern Mutual financial advisors on July 23, 2019 during the 139th Annual Meeting in Milwaukee, Wisconsin. Delynn and Reena discussed the importance of including annuities in a financial plan with financial advisors from across the country. The team shared their thoughts and insights on how to incorporate annuities into a financial plan at any stage of life.


Aria Financial Services Attends Investments and Wealth Institute's 2019 Annual Conference Experience

Aria Financial Services attended a four day conference to further their knowledge on investment management, wealth management, advanced business strategies, retirement management, institutional consulting and distribution excellence. The team had the opportunity to attend different educational sessions and network with other financial services professionals. 


Delynn Alexander Featured in Triangle and Dallas Business Journals

Delynn Dolan Alexander, Field Director and Wealth Management Advisor based in Durham, NC, is the first woman at Northwestern Mutual to ever achieve the “$1 million/$1 million” distinction, with $1 million in both risk and investment production. Delynn Alexander, Reena Bland and the Alexander Financial Services team worked hard to reach this exceptional milestone and stand as an example of a balanced, integrated practice dedicated to developing tailored financial plans for both families and businesses that stand the test of time.


Our Commitment to Excellence

At Aria Financial Services, we take our responsibility to our clients seriously, knowing that most people come to us with complex situations that can seem overwhelming. We take the time to establish a relationship with you, listing your goals and objectives, identifying your assets and liabilities, and comparing what you have to what you want, which enables us to provide you with risk protection and investment solutions you need to make the right choices.

For our team, that partnership is built on one core value: helping people. That's what we've been committed to for the past 25 years with Northwestern Mutual, and that's what our clients have come to expect.

Think of Aria Financial Services as your partner – a partner who is with you every step of the way as you make the most important decisions of your life.

Delynn Alexander's mother, Elaine Dolan, CLU®, ChFC®, had also been a Northwestern Mutual Financial Representative since 1981. After 30 years of serving her clients, Elaine has retired and chosen to keep her business in the family - Delynn and her team are proud to continue providing the same great service and guidance to Elaine's clients as they move forward with their financial goals.


Recommended Articles

Economic and Market Commentary
Please click on the links below to read economic and market commentaries:

Long-Term Care Planning

  • Long-Term Care: Costs, Caregiving, And Choices
    Preparing for the possibility that you might require care for an extended period of time as a result of a chronic illness, a disabling condition such as paralysis, or cognitive impairment (e.g. dementia). Read the article.
     
  • What is Long-Term Care and What Are Your Options?
    Click here to learn more.
     
  • How Much Would a Future Long-Term Care Event Cost?
    Use the LTC Cost Calculator to better understand the potential cost of a long-term care event and how it can vary by age, where the care takes place and the length of care.
     

Northwestern Mutual In The News:

For the most up-to-date news on the company, please visit our News Room.

 

Delynn Dolan Alexander
Wealth Management Advisor


Aria Financial Services

The Fed Lowers Interest Rates Again

Here’s our take on the Fed’s decision to lower its key interest rate by a quarter point. Read more.

4 Essential Lifestyle Factors That Can Help You Prepare for Retirement

To enjoy a full, healthy retirement, consider these four essential lifestyle factors and how you'll plan for them. Read more.

How One Couple Built Their Dream Backyard

One couple saw a property flaw as the chance to create the backyard of their dreams. Read more.

 

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