DBJ Wealth Management and Northwestern Mutual-Utica Agency would like to congratulate Dan Jones on 25 years of service as a Wealth Management Advisor. Your hard work and dedication to your clients and team does not go unnoticed. The following accomplishments and awards reflect your commemorated career.

DBJ Wealth Management News:

  • 2022 was a year of growth for DBJ Wealth Management:
    • We onboarded 93 new clients with individualized plans to meet their future goals.
    • We grew the firm with an additional 4 new team members to ensure that we continue to deliver the best possible client experience.
  • DBJ Wealth Management was recognized by the Greater Utica Chamber of Commerce as Business of the Year.

Agency News:

  • Northwestern Mutual of Utica currently has 25 Financial Advisor, who were recognized as number #1 district in 2022 for making a difference in over 800 New Clients lives by helping them plan for their future.
  • The team traveled to Louisville, KY for Eastern Regional conference to not only celebrate 2022 success but to also gain learnings from peers across the Southeast area that will provide our clients with the best personized planning.

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