Travis William Shultz

Financial Advisor

My Team

team photo

Since I started my practice 7 years ago, I've been able to take on 400 clients, each of whom I have been able to learn from. I now work with Ashley, who handles all the financial plan preparation as well as the insurance underwriting, and Betty, whose focus is on the investments and client relations. We are proud to serve our clients together!

 
Ashley L White

Ashley L White

Associate Financial Representative
Office 781-246-1010

Ashley joined Travis Shultz's team to assist with Client Services and Investment Operations. She attended University of Salem State, Salem, MA  where she majored in Fitness & Wellness. Ashley enjoys travel, exercise and spending time with family.

 
Elizabeth C Lee

Elizabeth C Lee

Associate Financial Representative
Office 781-224-1654

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

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.

 
 

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