Joseph G Floyd, CLU®, ChFC®, LUTCF®, CLTC®

Wealth Management Advisor

My Team

Jennifer and I regard your financial security among the most important issues and are focused on understanding and serving each individual client. We are committed to courteous, professional and complete service in order to help you achieve your financial security goals. 

Please call or email us whenever you have a question, concern, or need. We are eager to help.

 
Jennifer Marie Short

Jennifer Marie Short

Associate Financial Representative
Office 859-899-0255

A Kentucky native, Jennifer has been working with Joe since June of 2015 and is licensed in life and health insurance. She is a recent graduate of Eastern Kentucky University with a Bachelor of Science degree in Child and Family Studies and a minor in Psychology. Since she has a heart for working closely with people, she obtaind a Master's degree in Clinical Mental Health Counseling from Eastern Kentucky University in 2018. She is applying the skills she has learned to the financial industry.

In her free time, Jennifer enjoys reading and spending time with her husband, Justin, and their sweet goldendoodle, Chloe.

 

How can Jennifer serve you?

  • Schedule one-on-one meetings
  • Prepare and process insurance applications
  • Schedule insurance medical exams
  • Provide billing information
  • Prepare illustrations and client reports
  • Open and service investment accounts
  • Update banking, beneficiary, and address information on insurance and investments

 

 
 

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