Robert Phelps Davis

Current Employers

Employment History

• 10/2011 → Present
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 01/2016 → Present
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 08/2016 → Present
  Northwestern Mutual Investment Services, Llc.
  Naples, FL
• 08/2022 → 06/2025
  Junior Everblades Hockey Club
  Naples, FL

Other Businesses

1. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES NOT AFFILIATED WITH NORTHWESTERN MUTUAL FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS. 2. 33% OWNER, DDN PARTNERSHIP, LEGAL ENTITY, START DATE: 8/3/2018, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, SHARING OFFICE EXPENSES WITH TWO OTHER NM ADVISORS 3. IMMEDIATE PAST PRESIDENT, ESTATE PLANNING COUNCIL OF NAPLES, VARIES, NAPLES, , FLORIDA, 34109, UNITED STATES OF AMERICA, NON-PROFIT, START DATE: 2/7/2020, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, SIT ON BOARD, COORDINATE SPEAKERS MEETINGS 4. BOAT LIFT / SLIP, 471 BAY CLUB DRIVE, NAPLES, , FLORIDA, 34110, UNITED STATES OF AMERICA, NON-FINANCIAL SERVICES BUSINESS, START DATE: 12/18/2019, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, NON-INVESTMENT RELATED. 5. FLORIDA LION HOCKEY CLUB, 6952 BURNT SIENNA CIR, NAPLES, , FLORIDA, 34109, UNITED STATES OF AMERICA, NON-FINANCIAL SERVICES BUSINESS, START DATE: 4/24/2025, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, TO COACH THE TEAM AND PLAN TOURNAMENTS AND PRACTICES; NON INVESTMENT-RELATED.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-09-27
• S63 Uniform Securities Agent State Law Examination
  2011-12-19