Staff

Angela M. Fiore

Angela M Fiore

Office 262-255-1970 ext 227

Angie Fiore is an Associate Financial Representative with Aaron and started on the team Spring 2013. She works in plan preparation, logistics, and client communications. Angie maintains various risk based licences and continues to pursue further education.


Our Support Teams

The Private Client Services Investment Team, which is based in Milwaukee, can provide customized investment management services for our high net worth clients using a suite of solutions designed to address our clients’ unique investment management needs. Aaron has direct access to the portfolio managers responsible for managing these Private Client Services accounts.


The Advisory Investment Team, which is based in Milwaukee, provides investment research and consulting support for our advisory products and services. Aaron has direct access to the investment consultants who assist in addressing specific client needs by providing enhanced portfolio analytics, investment research and guidance.

NMWMC Advisory Investment Team


The Trust Services Team, which is based in Milwaukee, can administer a variety of trusts (e.g., Irrevocable Life Insurance Trusts, Charitable Remainder Unitrusts, Credit Shelter Trusts), and in so doing provide professional investment management, record-keeping, and objective decision-making with regard to trust distributions. Aaron has direct access to the trust administrators and portfolio managers who are responsible for managing trust accounts.

NMWMC Trust Services Team

 

Angela M Fiore

 

Aaron D. Luccas, BBA, ChFC®, CLU®

Financial Advisor

 

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