Percy J Avetrani

Financial Advisor

Professional

Percy Avetrani is a leading Wealth Management Advisor at Northwestern Mutual in Coral Gables. He encompasses the role of Top Producer as well as Recruiting and Mentoring Director. Percy is proud to have been a part of this great organization since early 2005.

He began his career as a Financial Representative Assistant, working diligently as a licensed agent and assisting a Veteran Representative in his day-today operations. Wearing both hats, he learned that his true passion was to be the driving force and serve his clients in a more personal way. Percy now provides integrated financial planning for closely held business and professional clients in the areas of estate planning, retirement, risk management, investment strategies, executive benefits, and business continuation/succession.

In his first four years as a Financial Representative, Percy qualified for Northwestern Mutual’s Bronze, Silver, Gold, and Platinum Awards. Nationally, these awards are granted to the Top Producers of their classes, years one through four. In addition, Percy was the leading representative in The South Florida Group.

Percy has earned the NAIFA Quality Award, which recognizes persistency and performance, from 2011 to 2013. In 2013 Percy received a national award for Top 50 New Client Acquisition in Northwestern Mutual.

In 2013, Percy qualified for the South Florida Group Forum, a professional accomplishment reserved for Financial Representatives with top production in the South Florida.

From 2008-2013, Percy received the Life Impact Award which recognizes representatives impact on their community.

Percy is also actively involved with the National Association of Insurance and Financial Advisors (NAIFA) and has a strong foothold in the community as a stakeholder and donor to many charitable organizations.

Percy is the Co-Founder of The List of Coral Gables, a category exclusive networking group focused on building strong personal relationships and profitable business referrals.

Years of Experience

Representing Northwestern Mutual since 2006.

 

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