William Lee Richardson
Wealth Management Advisor


The Midtown Financial Group

Staff

I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients. If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.

 
Beth S Feldman

Beth S Feldman

Beth started working in the financial services industry in 2008 and joined Northwestern Mutual in 2012 as an Associate Wealth Management Advisor.  Beth specializes in working with existing clients on their financial plans as well as in-house financial solutions and investment analysis.  Beth holds her Series 7 and Series 66 licenses, Life & Health Insurance Licenses, and CERTIFIED FINANCIAL PLANNERTM (CFP ®) certification.  

Beth graduated from the George Washington University and currently resides in Englewood, NJ. In her free time, Beth enjoys playing tennis, traveling, and volunteering at a local animal shelter. 

 
Spencer A Cohen

Spencer A Cohen

Spencer joined Northwestern Mutual in 2012 as an Associate Wealth Management Advisor. Spencer specializes in partnering with new and existing clients to better understand their financial goals, as well as developing and implementing customized financial planning solutions.  Spencer holds his Series 7, Series 63, and Life & Health Insurance licenses.

Spencer graduated from Franklin & Marshall College and currently resides in New York, NY. In his free time, Spencer enjoys spending time with friends, family and traveling.

 
 

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