TAMPA — With the growth of New Tampa, Temple Terrace and Wesley Chapel, Northwestern Mutual is promoting West Shore office district director Nikki Stokes to be managing director of a new office opening on Feb. 10 in New Tampa.
Stokes, 36, recruited 26 financial advisors and representatives to the West Shore office, and will start with more than a dozen advisors, four of them fluent in Spanish, at the new office at 8800 Grand Oak Circle, with plans to add another dozen in the coming year.
The office’s location near USF, which is scheduled to graduate its first students going through a certified financial planning program in May, should help Northwestern "attract the next generation of financial planners," Stokes said. Part of that, she said, will be an effort partner with USF to identify young talent.
The daughter of Grammy-nominated University of South Florida jazz professor and composer Chuck Owen, Stokes grew up in the bay area and graduated from USF with a bachelor’s degree in psychology and a master’s in public health. She worked as a vice president for the nonprofit Ophelia Project and Boys Initiative of Tampa Bay before joining Northwestern seven years ago as a financial advisor.
"A lot of it is still really relevant to the work that we’re doing," she said. "In general, financial advising is all about behavioral finance. When you’re getting people to change behaviors, you want them to still live for today and have that joy of living for today and saving for tomorrow, so a lot of these skills that I learned through my public health and psychology (studies) allow me to help people actually implement a plan."
Contact Richard Danielson at [email protected] or (813) 226-3403. Follow @Danielson_Times