Jay Hatten of McBee Avenue Wealth Advisors named Forbes 2022 Best-In-State Top Financial Security Professional

October 11, 2022

The Greenville Northwestern Mutual office announced that Jay Hatten, CFP® of McBee Avenue Wealth Advisors, has been named one of Forbes 2022 Top Financial Security Professionals Best-In-State. 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, Hatten, 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 holistic 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 $560 billion in combined company and client assets, $34 billion in revenues, and $2.1 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to nearly five million people with life, disability income and long-term care insurance, annuities, and brokerage and advisory services. Northwestern Mutual ranked 97 on the 2022 FORTUNE 500 and was recognized by FORTUNE® as one of the “World’s Most Admired” life insurance companies in 2022.