Northwestern Mutual - Morgantown

04/08/2026

Big props to Anthony!

✨ Advisor Spotlight ✨

Growth, discipline, and purpose are what drive Anthony Boggs each day.

Since starting as a summer intern in 2019, Anthony has grown into a full-time advisor and continues to push himself through constant learning and development. He believes success is the ongoing pursuit of reaching your full potential, and that mindset shows in everything he does.

His commitment to growth is evident. Anthony has earned his CFP®, ChFC®, CLU®, and RICP® designations and is currently working toward his TPCP.

Outside of the office, he stays busy training for triathlons, including a half Ironman 🏊‍♂️🚴‍♂️🏃‍♂️ and enjoys spending time at home with his wife and their two cats 🐈

We are proud to have Anthony on the team and excited to see what he accomplishes next. 👏

02/05/2026

Welcome!

We are happy to welcome Baylee Parsons as our new recruitment coordinator!

Graduating this May with her B.A. in Journalism from Marshall University, Baylee is an honors student double majoring in Multimedia Journalism and English. While at Marshall, she has remained active on campus through her work with The Parthenon, of which she currently serves as the executive editor. Outside of school, Baylee is an avid traveler and creative, taking every opportunity to combine the two.

Born and raised in Wayne, West Virginia, Baylee's local roots have strongly connected her to her community. She has worked and volunteered in a number of capacities in Huntington, always looking to help and showcase the city and its people. She is grateful and excited to connect with the people of her home state in new ways through her internship with Northwestern Mutual - West Virginia.

12/19/2025

12/17/2025

🎄Spreading Christmas Cheer with CASA for kids

This holiday season, our hearts are full as we come together to collect Christmas gifts for CASA For Kids. Giving back to our community isn’t just something we do, it’s a core value that guides who we are and how we show up for others here at Northwestern Mutual Morgantown .

During a season that’s all about hope and joy, we’re proud to play a small part in making the holidays brighter for kids who deserve every bit of magic Christmas has to offer.

This is what the spirit of giving looks like and we’re so grateful to share it with such an amazing community and cause 🎁♥️

11/18/2025

Today the Northwestern Mutual Morgantown office made a generous donation of food to St. Ursala’s Food Pantry. We are so grateful for the opportunity to support an organization that does so much for locals and their families.

Giving back to our community is at the heart of what we do, and as we approach the holiday season, we’re especially reminded of the importance of helping our neighbors. ❤️

07/30/2025

Lucky to have 9 people at Annual Meeting this year!

07/30/2025

07/18/2025

Huge milestone this month for two pillars of our team—Fred Bruni and Aaron Stone are celebrating 30 years with Northwestern Mutual. 🎉👏

Their leadership, consistency, and impact over three decades have helped shape who we are today. Aaron and Fred, thank you for your dedication and example. We're lucky to work alongside you.

06/04/2025

🎉 Big congratulations to Adam Rowh and Chad Burns on earning their RICP® (Retirement Income Certified Professional) designation this May! 🏆👏

This designation is no small feat — it reflects your dedication to helping clients retire with confidence and clarity. Your commitment to continued learning and professional growth is inspiring, and we’re proud to celebrate this milestone with you! 💼💡

Well done, gentlemen!

04/10/2025

Congratulations Olivia!

🌟 𝐈𝐧𝐭𝐞𝐫𝐧𝐬 𝐨𝐧 𝐭𝐡𝐞 𝐌𝐨𝐯𝐞: 𝐍𝐘𝐂 𝐄𝐝𝐢𝐭𝐢𝐨𝐧! 🏙️✈️

Olivia, one of our driven interns, recently had the incredible opportunity to attend the Top CFR Summit in New York City! 🎉

🗣️ “𝘛𝘰𝘱 𝘊𝘍𝘙 𝘚𝘶𝘮𝘮𝘪𝘵 𝘸𝘢𝘴 𝘴𝘰 𝘮𝘶𝘤𝘩 𝘧𝘶𝘯. 𝘐 𝘮𝘦𝘵 𝘴𝘰 𝘮𝘢𝘯𝘺 𝘤𝘰𝘰𝘭 𝘱𝘦𝘰𝘱𝘭𝘦 𝘢𝘯𝘥 𝘭𝘦𝘢𝘳𝘯𝘦𝘥 𝘴𝘰 𝘮𝘶𝘤𝘩!”

From connecting with professionals to gaining new insights, experiences like these help shape future leaders. We love seeing our interns take on new challenges and grow along the way!

04/04/2025

Northwestern Mutual has once again been recognized among the largest independent broker-dealers in the nation, ranking 6th in Financial Advisor magazine's 2025 list. The prominent financial publication, which ranks firms based on gross revenue, has named Northwestern Mutual as a top 10 independent broker-dealer each year for more than a decade.

In 2023 and 2024, Northwestern Mutual also ranked 6th on the list. At the end of 2024, our wealth business reached nearly $335 billion in investment client assets- a 19% increase year-over-year.

04/04/2025

Congratulations to our very own Olivia Ellis for being recognized as one of the top 100 field interns at Northwestern Mutual! Last week, Olivia represented NM-Morgantown in New York City, where the top 100 interns gathered for an incredible two-day experience. During this time, the group focused on professional development and strengthening relationship-building skills, with insights from managing partners and industry leaders. Northwestern Mutual - West Virginia