Michael W Halloran, CFP®, ChFC®, CLU®, RICP®, AEP®
Estate & Business Planning Specialist


Physicians Nationwide

My Team

We appreciate the trust and confidence our clients place in us. Together, our team is committed to serving you and your needs. We strive to stay abreast of new ideas and are always here for you.

If at any time you have a question, concern, or need, please let us know.

 
Shirley M Malek

Shirley M Malek

Associate Wealth Management Advisor
Office 904-399-8308

Shirley Malek started working with Northwestern Mutual in February 1997.  In July 1999, Shirley relocated and joined Mike’s team as an Operations Assistant.  She now specializes in Insurance and Retirement Solutions.  Shirley holds a Life, Health, and Variable Annuity License, a Series 7 General Securities License, a Series 63 Uniform State Law License, and her Long Term Care Licenses.

Shirley was awarded the Koch Group Commitment to Excellence Award in 2011.  Shirley’s commitment to both personal and professional excellence could well be summed up as nutritive. Over the years, she has paired client servicing, professional development, and community involvement to form a balanced plate for her Wealth Management Advisor, Michael Halloran.

 
Evan Berlin

Evan Berlin

Associate Wealth Management Advisor
Office 904-399-8308

Evan Berlin, CRPC® joined Mike’s team in 2016 as an Associate Wealth Management Advisor. Evan specializes in assisting with the brokerage and investment advisory services provided to wealth management clients. His responsibilities include conducting comprehensive reviews of client portfolios and identifying recommendations to align client investment strategies with their risk tolerance, objectives and asset allocation model.

Evan holds a Life, Health, and Variable Annuity License, a Series 7 General Securities License, and a Series 66 Uniform Combined State Law License.

He graduated from Florida State University with a Bachelor of Science Degree in Finance and has obtained the Chartered Retirement Planning Counselor® designation through the College of Financial Planning.

Evan is an accomplished amateur golfer and he enjoys competing in local amateur tournaments throughout the year.

 
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck