Robert T Billingsley, J.D., CLU®, ChFC®, RICP®, CLTC®
Wealth Management Advisor


Physicians Nationwide

Professional

As an attorney, Rob represented business clients in and out of the courtroom for 15 years.  Seeking the opportunity to have a greater impact on the lives of others, Rob became a licensed investment and insurance professional in 1996.

Today, as a Wealth Management Advisor with the Northwestern Mutual, Rob enables his clients to visualize their potential and to plan confidently so they can achieve financial security regardless of unexpected life events.

Rob earned his Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®) and Retirement Income Certified Planner (RICP®) designations through the American College in Bryn Mawr, Pennsylvania and also holds his Certified Long Term Care (CLTC) designation.

Chartered Life Underwriter (CLU®)

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.
 

Chartered Financial Consultant (ChFC®)

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.

Retirement Income Certified Professional (RICP®)

The Retirement Income Certified Professional (RICP®) designation focuses on helping advisors master retirement income planning, a key focus area not fully covered in other professional designation programs. From retirement portfolio management techniques and mitigation of plan risks to the proper use of annuities, employer-sponsored benefitsa and determining the best Social Security claiming age, the RICP® provides a wealth of practical information for advisors.

 

Associations and Memberships

Physicians Nationwide - a select group of Northwestern Mutual advisors who specialize in working with physicians and other medical professionals.

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National Association of Insurance and Financial Advisors - protects and promotes the critical role of insurance in a sound financial plan and the essential role provided by our professional agents and advisors.

Fredericksburg Association of Insurance and Financial Advisors

Million Dollar Round Table Qualifying Member, 2003-2016

Virginia State Bar and the Fredericksburg Area Bar Association

Fredericksburg Area Chamber of Commerce.

 

 

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