Jay Hatten of McBee Avenue Wealth Advisors named Forbes’ 2023 Best-In-State top financial security professionals
October 11, 2023
The Greenville Northwestern Mutual office announced that Jay Hatten, CFP® of McBee Avenue Wealth Advisors, has been named one of Forbes’ 2023 Top Financial Security Professionals Best-In-State for the second year in a row. The prestigious list – comprised of high-performing insurance professionals – is based on a variety of factors including revenue produced, assets under management, compliance records and industry experience.
Alongside partners Thomas Willcox, Mark Clary, and Dave Ellison, Hatten and his team’s passion is to love, guide, and serve their clients, helping them be good stewards of their resources.
Hatten began his career in the Greenville Northwestern Mutual office in 2002 and joined McBee Avenue Wealth Advisors™ as Partner and Private Wealth Advisor in 2020. The firm became part of Northwestern Mutual’s exclusive Private Client Group in 2021. A third-generation advisor, Jay, his father, and his grandfather combined have served with Northwestern Mutual for more than 100 years.
Best-In-State Top Financial Security honorees are nominated by their firms, and each advisor is thoroughly vetted, interviewed, and assigned a ranking by SHOOK Research. Forbes receives more than 35,000 nominations for this annual ranking, and only a small percentage are named among the best wealth advisors in their state.
About Northwestern Mutual
Northwestern Mutual has been helping people and businesses achieve financial security for more than 165 years. Through a comprehensive planning approach, Northwestern Mutual combines the expertise of its financial professionals with a personalized digital experience and industry-leading products to help its clients plan for what’s most important. With more than $558 billion of total assets being managed across the company’s institutional portfolio as well as retail investment client portfolios, nearly $35 billion in revenues, and $2.2 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than five million people with life, disability income and long-term care insurance, annuities, and brokerage and advisory services. Northwestern Mutual ranked 111 on the 2023 FORTUNE 500.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM), Milwaukee, WI (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Subsidiaries include Northwestern Mutual Investment Services, LLC (NMIS) (investment brokerage services), broker-dealer, registered investment adviser, member FINRA and SIPC; the Northwestern Mutual Wealth Management Company® (NMWMC) (investment advisory and services), federal savings bank.
Jay Hatten uses McBee Avenue Wealth Advisors as a marketing name for doing business as representatives of Northwestern Mutual. McBee Avenue Wealth Advisors is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Jay Hatten is an insurance agent of NM. Investment brokerage services provided as a registered representative of NMIS. Investment advisory services provided as an advisor of NMWMC.
Forbes Best-in-State Top Financial Security Professionals list (July 2023), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 12/31/2022. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.
