Tom Sanczyk, Wealth Management Advisor, The Sanczyk Group, Northwestern Mutual Northwestern MutualName: Tom SanczykFirm: Northwestern Mutual Wealth ManagementLocation: Morristown, New JerseyAUM: $460 millionForbes Rankings: Best-In-State Wealth AdvisorsBackground: Sanczyk, 56, has spent his entire three decade career with Northwestern Mutual. In college, at Rowan University in New Jersey, he met some recent recruits to Northwestern Mutual whose footsteps he followed after graduation, a few years after his father passed away of cancer. Competitive Edge: While the wealth management space grapples with the increasing average age of the advisor community, Sanczyk boasts of his firm’s succession plan. Mentors: His two greatest mentors were the aforementioned college classmates who helped get him in the door at Northwestern Mutual some 30 years ago. Andy and Scott Schwartz have both left Northwestern Mutual and now work for New Jersey-based Bleakley Financial Group.

Source: Forbes July 18, 2021 13:30 UTC