Professional
My Mission
"My passion and mission is to establish relationships of trust with quality individuals, families and business owners by assisting them in achieving financial security." — John Gatewood Career Summary John G. Gatewood, CFP®, CLU® i s a Wealth Management Advisor with Northwestern Mutual Financial Network. He is dedicated to providing expert guidance and innovative solutions to help his clients meet their financial security goals. Financial Needs Analysis: John Gatewood follows a comprehensive process to help his clients identify their financial, business and estate objectives, and establish a workable strategy to help ensure that they are achieved. For over 30 years, John has worked extensively with business owners, high net worth and emerging high net worth individuals and families to meet their goals through creative strategies in the following areas:
- Risk Mitigation
- Wealth Accumulation
- Investment Management
- Retirement income Distribution
- Estate Planning
- Tax Efficiency
- Business Succession
- Employee Benefits
- Cash Flow Forecasting
- Fee Based Planning
- Other Advisory Services
John has served as an outside member representative to the Advanced Planning Committee on estate and business planning for Northwestern Mutual’s Home Office Division of Advanced Planning. Gatewood Family Heritage John started his career in Washington, D.C., working for his father, who was a pioneer of financial concepts that continue to be state-of-the-art strategies, some of which have become general accounting principals for business and estate planning. In 1981, John moved to the Midwest to begin his career with Northwestern Mutual Financial Network. He has spoken nationally on Non-Qualified Benefit plans for privately held businesses. As an “outsider” starting his practice in St. Louis, John learned the importance of “strategic networking”. This vital skill has positioned his business to be “introduction only”. John has worked tirelessly to earn "High Quality Introductions" from his clients and other professional service providers who advise the same target client . There is No Competition for Excellence John Gatewood’s father, Robert P. Gatewood, CLU, ChFC, told John early in his career that “there is no competition for excellence”. This has driven John to continually strive to find ways to improve his financial services practice.
Professional Certifications and Designations As a Wealth Management Advisor, John Gatewood believes "continuing education" and professional credentialing is critical to provide expert help and excellent service to his clients. John has achieved the following certifications/designations:
- Certified Financial Planner™ (CFP®)
- Chartered Life Underwriter (CLU)
Professional Associations John Gatewood believes that it is vital to participate in professional associations in the financial services industry in order to better serve his clients. John’s past and current involvement includes:
- National Advanced Planning Committee (Northwestern Mutual's Financial Representatives Association)
- Association for Advanced Life Underwriting
- National Association of Insurance and Financial Services
- St. Louis Association of Insurance and Financial Services
- National Society of Financial Service Professionals
- Estate Planning Council of St. Louis
- The Financial Planning Association
- Million Dollar Round Table
Speaking Engagements Over the years, John Gatewood has been invited by many to speak on estate and business planning concepts, advanced uses of insurance for estate and business planning, as well as wealth accumulation strategies. John has addressed groups such as law and accounting firms, financial service professionals, and bank trust companies. John has also spoken at Northwestern Mutual's Annual and Regional meetings.
|
