John Roberts

John Roberts is executive vice president and chief field officer at Northwestern Mutual where he leads the organization responsible for the growth of the company’s exclusive field force of advisors and teams. John also oversees the company’s growing $335 billion wealth and investment management company.

Roberts' leadership and passion for the long-term success of Northwestern Mutual’s advisors has led to significant investments in growing the company’s next generation of leaders, making the company’s field leadership roles the best entrepreneurial opportunity in America.

John Roberts
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Building a legacy that lasts: why succession planning needs to start on day one
OPINION JUN 27, 2025
Building a legacy that lasts: why succession planning needs to start on day one

Whether a firm manages $50 million or $5 billion in client assets, building a succession strategy needs to be a priority at least a decade out from retirement.