Scott Fligel, CFP®, ChFC®, CLU®, AEP®
Wealth Management Advisor


Fligel Financial Services

My Team

Team photo

Scott’s commitment to each of his clients is not only a personal belief, but one held by his team as a whole. Each member of the Fligel Financial Services team has a role and expertise that aids in creating and executing the optimal financial plan for your needs.


 
Sharon Row Silverstein

Sharon Row Silverstein

Associate Financial Representative
Office 704-442-4472

Having over 26 years in the Insurance Industry, Sherrie attended UNC-Charlotte, and holds a degree in Business Marketing.  Working with the Fligel Financial team, she is the Practice Manager, handling all customer service related issues, from implementation to maintenance for all clients.  Sherrie has her Registered Paraplanner designation, as well her 6 and 63 security registrations.  She enjoys the customer interaction that her job brings, and is able to find solutions to all client needs, working in both insurance and investment products.  When not at work, she enjoys traveling, cooking and attending sporting events and Broadway shows with her husband, Geoff.  Together, the two have an adult daughter, Taylor, who is a nurse.

 
Matt Kagan

Matt Kagan

Associate Financial Representative
Office 704-365-2014

Although not a native of Charlotte, Matt grew up here and played baseball competitively in high school.  His background in sports boded well with Scott’s team-first approach to doing business.  After attending Providence High School, he went on to attend the Kelley School of Business at Indiana University.  He was Scott’s first intern in the summer of 2019. In May of 2020, he graduated with a Bachelor’s degree in Finance and joined Scott’s team in a full-time capacity in June.  When Matt is not working, he enjoys teaching himself how to play golf, spending time at the breweries around Charlotte with friends, and cooking/eating new foods.  He is excited to quickly learn all aspects of the wealth management industry and become a valuable member of Scott’s growing team now and in the future.

 
Thomas T Lawson

Thomas T Lawson, CFP®, ChFC®, CLU®

Director of Financial Security Support
Office 704-365-2014

Beginning his career with Northwestern Mutual in 2012, Thomas has transitioned from his previous role as a compliance officer to his current role as the Director of the Financial Planning.  Graduating from Wake Forest University in 2007, Thomas has continued his professional education through the American College, achieving his CLU® and ChFC® designations. As the Director of the Financial Planning Department, Thomas works with financial advisors in building financial plans for their clients, while also overseeing the department to make sure they are providing timely and knowledgeable support to each client.  Thomas appreciates that working with each of these clients helps provide financial security for their families, and allows them to reach their goals and dreams.  Outside of work, Thomas enjoys spending time with his wife, Jodie, and their lovely daughter, Tinsley.  They enjoy international travel, golfing and visiting the mountains, where he is originally from.

 
Brenna C Sullivan

Brenna C Sullivan

Office 704-365-2014

Brenna has been with our team since 2018. Brenna serves our team as an Associate Wealth Management Advisor. Brenna is originally from Cape Coral, Florida, relocating to Charlotte in 2008.  She began her financial career in 2017 after graduating from UNC Charlotte. Before NM, Brenna was a Client Relations Advisor at Vanguard.  She holds her Series 7, Series 63, Life, Health and Long-Term Care Licenses.  Brenna enjoys traveling, playing tennis, reading and spending time with family and friends.

 
Ricky Downs Nelson

Ricky Downs Nelson

Office 704-365-2014

Before NM, Ricky was a personal investor for Vanguard. He is Series 7 and 63 registered. Ricky grew up in Atlanta, Georgia as the youngest of four with three older sisters. Ricky went to Wake Forest University where he majored in Business Enterprise Management and minored in Communications and Global Trade & Commerce. At Wake Forest, Ricky was the President of the Catholic Community, participated in Lambda Chi Alpha fraternity and worked as a group fitness trainer.  He enjoys water sports of any kind, working out, watching his favorite Atlanta Professional sports teams and traveling with friends and family whenever possible.

 
 

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