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Search

Upcoming Events

  • IREAP Impact Day - Planning for the Modest Estate
    Thu Nov 6 2025, 12:00pm EST
  • Educational Webinar: The One Big Beautiful Bill; Several Big Beautiful(?) Tax Law Changes
    Wed Nov 12 2025, 3:00pm EST
  • Educational Webinar: LECP Impact Day - The Care Economy: Where Compassion Meets Capital
    Wed Nov 19 2025, 11:00am EST
  • Webinar: Business Planning with Life and Disability Insurance
    Wed Dec 3 2025

Featured Video

https://www.youtube.com/watch?v=gPuk8Qhhn8g
NAIFA Massachusetts

Meet Phoebe Story, Our Third 4 Under 40 Nominee!

Posted on September 4, 2022 by NAIFA MassachusettsSeptember 7, 2022

Phoebe Story, MS
Partner & Financial Advisor
Northwestern Mutual/Legacy Financial Group

Phoebe, originally from Concord, NH, joined Northwestern Mutual after completing her master’s degree in Finance and working in the pharmaceutical industry. It is her passion to help others develop a strong sense of financial security while building meaningful relationships. She enjoys working with business owners, entrepreneurs, influencers, content creators, and those of-the-like.

She has always had a passion for helping people grow and as an advisor she’s able to do just that. Helping others meet their goals is what she is meant to do. Outside of advising, Phoebe has a family that she loves spending time with. Her husband, two children, and their two dogs, enjoy adventuring outdoors to the mountains or beach. Traveling is a major passion. Quality time with loved ones is incredibly important to Phoebe and her family.

Join us to celebrate the 4 Under 40 Achievements on September 15.

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