Travis William Shultz

Financial Advisor

  • Mobile 978-302-8940
  • Fax 781-224-1632

My Team

team photo

Since Travis joined Northwestern Mutual 8 years ago, his practice has grown to have over 450 clients. He's been able to learn from each and every one. Travis works with Ashley, who handles all the financial plan preparation as well as client on-boarding and scheduling, and Betty, whose focus is on the investments and insurance underwriting, as well as client relations. They are proud to serve their clients together!


 
Ashley L White

Ashley L White

Associate Financial Representative
Office 781-224-1632

Ashley joined Northwestern Mutual in 2014 and is the team's Financial Planning Consultant and Director of Operations. She attended University of Salem State, Salem, MA. Ashley holds her MA Life & Health Insurance licenses.

Ashley enjoys travel, exercise and spending time with family and friends. She is also Head Coach of Salem State University Women's basketball team! 

 
Elizabeth C Lee

Elizabeth C Lee

Associate Financial Representative
Office 781-224-1632

Betty joined Northwestern in the Fall of 2017. She graduated from UNC-Chapel Hill double-majoring in Biology and Art History. Betty specializes in Client Relations and Investment Operations. She holds her FINRA 6, 7, & 63 registrations, as well as Massachusetts Life and Health insurance licenses. 

In her spare time, Betty enjoys travel, food/cuisine exploration, good books, and bothering her kids. She and her husband, Arnold, are Southern transplants, but count Boston as their true home.

 

Katelyn Mason

Financial Planning Associate
 
 

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