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Professional

Allen Gracey has more than 16 years of experience in the financial services industry. Before he joined Northwestern Mutual, he served as vice president and controller of a large property and casualty brokerage, and managed two regions for a large life insurance company.

Allen has earned the Certified Public Accountant (CPA) certification and is a member of the Tennessee Society of CPAs and the American Institute of CPAs. Allen is also an active member of the Cool Springs Chamber of Commerce.

As a member of Northwestern Mutual's Special Steps program, Allen works as an integral part of a team of experts including National Care Advisors to help families with special needs. He is experienced in special needs planning, including navigating third-party benefits and the legal issues involved in planning for a dependent with special needs.

Associations and Memberships

Tennessee Society of CPAs
American Institute of CPAs
Greater Cool Springs Chamber of Commerce

Education

Degree	Major	Institution
Bachelor of Science	Accounting	Trevecca Nazarene University
MBA	Finance	Auburn University

Awards and Recognition

National Quality Award 2008-2009
Award recognizing persistency and performance

National Sales Achievement Award 2009
Award recognizing performance

Legal Notice | Online Privacy Statement | Customer Privacy Notice

Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from your Financial Advisor.

Northwestern Mutual Financial Network is the marketing name for the sales and distribution arm of The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM), and its subsidiaries and affiliates. Allen Wayne Gracey Jr is an Insurance Agent of NM (life insurance, annuities and disability income insurance) and Northwestern Long Term Care Insurance Company, Milwaukee, WI, a subsidiary of NM (long-term care insurance), and a Registered Representative and Investment Adviser Representative of Northwestern Mutual Investment Services, LLC, 1600 Division St Ste 400, Nashville, TN 37203-2747, 615-742-8700, a wholly-owned company of NM, broker-dealer, registered investment adviser and member FINRA (www.finra.org) and SIPC (www.sipc.org). NM and The Pruett Financial Group, Franklin are not broker-dealers or registered investment advisers. There may be instances when this agent represents insurance companies in addition to NM or its affiliates.

The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network Representatives and their staff might not represent all entities shown or provide all the services discussed on this Web site. Not all products and services are available in all states.

Allen Wayne Gracey Jr is primarily licensed in Tennessee and may be licensed in other states.

CA License: #0f74528

Allen Gracey, CPA