Rajer A. Shah, CLU®, ChFC®, CLTC®, RICP®

Financial Advisor

My Team

Rajer Shah has developed a unique and strong team with a combined experience of over 100 years. Rajer's team prides itself on the highest level of service provided to their clients.

My Colleagues


Alap Patel, CFA
Wealth Management Advisor

Al has been working with Northwestern Mutual Chicago since 2006. He has a BS in finance with a minor in mathematics from the University of Illinois. He earned his CFA designation in 2009 and became a Certified Financial Planner in 2012. Al's expertise lies in portfolio construction, wealth management, and retirement planning.


Joseph M Smith, CFP®, CLU®
Wealth Management Advisor

Joe has been challenging clients to plan for financial security for 12 yrs. He has demonstrated his leadership in both his firm and industry by cultivating relationships based upon integrity, knowledge and commitment. Over the years he has established a talented team of individuals with diverse backgrounds and a wide array of skills and talents, all with the goal of delivering the best possible service to our clients.

Joe maintains a lifelong commitment to continuing education. He regularly attends seminars for continuing education and is an avid reader. In 2008, Joseph received the Chartered Life Underwriter (CLU®) professional designation through The American College. In 2010, Joe completed the rigorous requirements to earn a CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, the recognized standard of excellence for personal financial planning.

Joe has participated as part of a Succession Planning panel discussion during The Entrepreneurship Institute's President Symposium held at the University of Chicago's Gleacher Center.

Joseph Smith is a member of two honor business school fraternities: Beta Gamma Sigma and Phi Kappa Phi.

Member of the National Association of Insurance and Financial Advisors.

Active alumni and volunteer through DePaul University.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.


My Staff

 
Doreen M Crowley

Doreen M Crowley

Associate Financial Representative
Office 312-641-4665

Doreen has spent sixteen  of her nineteen years with Northwestern Mutual working in all areas of Rajer's practice.  As an Associate Financial Representative, Doreen currently applies her well-rounded experience to assisting clients in all aspects of customer service and marketing, as well as managing Rajer's schedule. She has come to know Rajer's clients well over her many years and is dedicated to giving each a highly personalized experience.  In her spare time, Doreen enjoys scuba diving, spin classes, nature walks, cooking and city life.

As of January 2019, Doreen applies the depth and breadth of her experience to her additional role as liaison for all investment-related work.  She will be working closely with Lanita Harris.  Lanita is a new member of Rajer Shah's team working with Rajer and Al Patel, a long-time associate and Investment Specialist with our firm.  Lanita applies her extensive experience to guide clients through the intricacies related to the establishment of mutual fund and investment accounts, as well as works diligently with clients when service for such is needed.

 
Angela Maria Pecoraro

Angela Maria Pecoraro

Associate Financial Representative
Office 312-641-8900

Angie has been with Northwestern Mutual since 2001 and joined Rajer's team in December of 2014.  Angie comes to our practice with over fourteen years of experience.  As an Associate Financial Representative, she applies her extensive experience to her current position.  Angie's hands-on approach makes her a valuable resource to clients, as she helps to guide them through the intricacies of the underwriting process, acting as a liaison between clients and the Home Office.  Outside of the office, Angie enjoys spending time with her family, volunteering, boating and fishing.

 
Ashley Victoria Clark

Ashley Victoria Clark

Office 312-641-8931

Ashley is the newest member of our team.  Ashley joined us with previous experience as a financial representative with the Northwestern Mutual.  In her new role, Ashley uses her strong interpersonal and organizational skills to oversee the coordination of proposal preparation, along with managing a host of related administrative duties.  She continually strives to exceed client expectations by employing her strong organizational and interpersonal skills. Ashley’s career ambitions include obtaining her Series 6 License and becoming a part of a study group for Associate Financial Representatives. Ashley enjoys being a member of her church, crafting, exercising, reading, cooking, being outdoors, and most of all, spending quality time with her family.

 
 

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