Brian P Keane

Wealth Management Advisor

My Team

Brian Keane takes customer service very seriously, and so does his staff. Together, they are committed to providing exceptional customer service to all of his clients. Scheduling an appointment, making changes to your policy, submitting a claim or any other service will be handled efficiently and promptly.

 
Kathleen Stanley

Kathleen Stanley

Associate Financial Representative
Office 203-221-5317

Kathleen has worked for Northwestern Mutual for 20 years and joined Brian’s team in 2012. Prior to joining Brian’s team, she worked as an investment operations manager, and assistant compliance officer for a branch office of Northwestern Mutual. These positions have ­­­­­­­­­­­­­­­­provided her with the foundation of a client-centric focus that she believes our clients have come to expect, and deserve. Kathleen has her Life, Health and Accident Insurance License, and Series 7, 66, 9, 10, & 24.

Kathleen is responsible for managing client appointments, client case analysis and preparation/proposals, investment account paperwork, account transfers, and account trading.

 

 
Betsy Pagan

Betsy Pagan

Office 203-221-5253

Betsy joined Nothwestern Mutual in February 2007.  She brings a strong Operations & Customer Service focus to the practice.  As the Director of Insurance Services, her responsibilities include overseeing all life and disability operations, as well as policy owner service needs.

Betsy works diligently to provide the high level of service our clients expect.  She holds her Life, Health, and Accident Insurance licenses.

Betsy currently resides in Derby, CT with her husband, Dan, and her two daughters, Ivana and Olivia.  

 
 

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