John A Iezzi, CPA

Wealth Management Advisor

My Team

John and his team truly enjoy what they do. They like to have fun at work, but are very serious when it comes to providing clients with prompt service, accurate communication and professionalism. Please contact the team with any questions or if you have a request.

 
Teri B Smith

Teri B Smith

Associate Financial Representative

Teri Smith joined the Virginia group of Northwestern Mutual in 1999.  In August of 2004, she joined John Iezzi's team as an Associate Financial Representative.  She has obtained her FINRA Series 6 & 63 securities licenses, as well as her Life, Health and Annuity, and Long Term Care licenses.  Teri has a degree in Business Administration.  As Director of Client Services, Teri can assist you with all your servicing needs.

Teri and her husband, Forrest, are Richmond natives and are proud parents to their three daughters Kenzie, Kloe and Sophie.  They enjoy the beach, camping and spending time together with family and friends.

 
Julie A Terrett

Julie A Terrett

Associate Wealth Management Advisor

Julie is a graduate of Virginia Commonwealth University with Bachelor of Science degree in Business Administration. She joined Northwestern Mutual in 1995 and John Iezzi's team in 1996. She is an Associate Wealth Management Advisor to John and obtained her FINRA Series 6, 7, 63 and 66 securities licenses, as well as her Life, Health and Annuity license.

Julie and her husband, Chad, have three children, Riley, Abbey and Jack. Julie enjoys coaching softball and basketball and currently serves as the President of the Crenshaw Athletic Association.

 
Davis Wilson Walker

Davis Wilson Walker

Associate Wealth Management Advisor

Davis is the most recent addition to John's team, joining in June 2015 to help manage the investment side of his practice. He has worked in the financial services industry for 5 years. Davis's responsibilities at Northwestern Mutual include analyzing portfolios, providing clients with investment advice, developing financial plans and executing securities orders.

Davis is a Richmond native and lifelong University of Virginia sports fan (but John doesn't hold that against him). He graduated from UVA in 2010 with a bachelor's degree in Economics, and has attended most of their home football and basketball games over the past decade. When he's not at work or at a game, Davis enjoys reading, spending time with his friends, and playing with his niece and nephew.

 
 

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