Marc Gravatt, ChFC®
Wealth Management Advisor


Gravatt Financial

Our Team

Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.

Team photo

 
Jason F Valentino

Jason F Valentino, CFP®, CLU®

Financial Planning Specialist
Office 845-224-0002

Professional: Jason has been with Northwestern Mutual for 9 years and joined our team in October 2018.  A SUNY New Paltz School of Business Alum, Jason transitioned into financial services in 2012. Jason is inspired by the opportunity to help families transform their relationship with money, striving to teach his clients the importance of protecting their greatest assets- their family and their ability to earn an income- while helping them align their actions with their personal and unique financial goals to create their future self vision.

Personal: Jason has many passions in life, but they all stem from one overarching value: to make this world a better place, every single day. At home (with the help of their fantastic mother, Danielle) he is raising two beautiful daughters, instilling in them the importance of things like family, honesty, trust, integrity, and respect. 

Jason holds his FINRA Series 7, 6, 65 and 63 as well as his Life, Accident, and Health producer's license. In addition to other designations, Jason holds the prestigious CFP® deisgnation, highlighting his wide array of knowledge across all financial planning disciplines.  

Contact Jason for:

  • Financial Planning Needs

  • Plan Updates

  • Updating Financial Goals

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.

 
Megan E. Tegeler

Megan E. Tegeler

Associate Wealth Management Advisor
Office 845-224-0033

Professional: Megan has been with Northwestern Mutual for 10 years and joined our team in August 2017.She holds her FINRA Series 7 & 63 as well as her Life, Accident and Health producer's License. Megan primarily focuses on customer service and investment operations. 

Personal: In her free time, Megan enjoys finding new adventures with her two children, skiing, and spending time with family at their lake house.

Contact Megan for:

  • Financial Planning Needs
  • Investment Account Maintenance
  • Investment Portfolio Questions
  • Updating Financial Goals
 
 

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