Andrew Pavlin in

Andrew Pavlin

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Managing Director at Northwestern Mutual Wealth Management Company
📍 Charlotte, North Carolina, United States

Andrew Pavlin is a Managing Director at Northwestern Mutual in Charlotte with over 20 years of experience in financial planning. He holds CLU®, CLTC®, and QPFC designations and specializes in creating holistic financial plans for families and small business owners, focusing on wealth preservation and retirement strategies.

An avid music fan with diverse tastes from classical to jam bands, Andrew is a former competitive pianist and collegiate club soccer player. He and his wife, a country singer/songwriter, live in Charlotte with their two children, where they enjoy attending Charlotte Knights baseball games and playing soccer.

He serves his community as a Finance Committee Member for The Ada Jenkins Center, which works to break the cycle of poverty.

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Experience
16 Years
Current Role
Managing Director
Location
Charlotte, North Carolina, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Andrew cares about

Holistic Financial Planning
His practice focuses on creating comprehensive, customized plans that align with a client's lifestyle and goals for long-term wealth and sustainability.
Wealth Preservation
A core part of his work involves succession planning, estate valuations, and developing tax-efficient strategies for generational wealth preservation.
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Career

Work history

12-2008 - 6-2015
Managing Director
Northwestern Mutual Wealth Management Company
5-2008 - 12-2008
Field Director
Northwestern Mutual Wealth Management Company
8-2003
Financial Advisor
Northwestern Mutual Wealth Management Company
8-2003 - 5-2008
Financial Representative
Northwestern Mutual Wealth Management Company
11-1999 - 4-2003
Premier Client Manager
Bank of America
In the press

Media appearances

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Education
1994 - 1998
Bachelor of Arts
University of South Carolina
2014 - 2015
CFP - Certified Financial Planner Program - Cohort 44
Queens University of Charlotte
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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