Stephen Hodges Machanic

Financial Advisor

  • Office 704-365-2014
  • Mobile 336-706-1473

Staff

My staff and I truly enjoy what we do and like to have fun at work, but we are very serious when it comes to providing our clients with prompt service, accurate communication and professionalism at all times. Please contact us immediately if you have any questions or have a request. We will work hard to address your needs without delay.

 
Zachary Marshall

Zachary Marshall

Director of Client Services
Office 704-365-2014

Zach is a Charlotte 49er, earning his degree in Business with a concentration in Finance. 

Zach enjoys fishing, football, and being outdoors. He is a Carolina Panthers fan and a big West Virginia University fan. Zach believes in hardwork, dedication, and punctuality.

Zach stays busy by staying active in his fraternity at school, Sigma Alpha Epsilon, and also is a active member in the FMA, Financial Management Association. He is starting his Junior year in the Fall and is expected to graduate in 2019.

 
Nancy Fox

Nancy Fox

Office 704-365-2014

Nancy is a Florida State University graduate with a degree in Education, and then earned her Master's in Education from Florida Atlantic University.  Nancy is very active with the American Legion Auxiliary. Her hobbies include taking care of her 3 cats, and woodturning.

She joined Northwestern Mutual in Fort Lauderdale in 1987, where she held several different positions, including New Business Application Processor, Client Relations Center Director and Technology/Sign-on Coordinator.  Nancy and her husband Hal moved to Charlotte in 2008 to be close to their granddaughter (who is now 9 years old).  In Charlotte, she has been the Tech Coach, New Business Application Processor, and is now part of the planning team (TPT), working with our new financial representatives. Nancy has her life/health/long term care licenses and her Series 6 and 63.

 
 

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