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Naomi Wallis is a Client Relationship Manager with a focus on Retirement Plans. She joined Head Investment Partners in December of 2021 and has over 15 years in the Client Service Industry. Her passion resides in educating employers and their employees on how to make their retirement plans work for them. As a Client Relationship Manager, specializing in the corporate retirement world, Naomi delivers a comprehensive array of services to the clients including functioning relationships with recordkeepers and third-party administrators, and payroll vendors. She prides herself on issue resolution as well as creating programs and processes to assist both the Plan Sponsor and the Plan Participants. Originally a Florida native, Naomi loves the outdoors and traveling. She moved to Knoxville, Tennessee in 2002, but travels back to Florida frequently to spend time with family and soak up the beach. Naomi is very active with the Emerald Youth Foundation and is the League Registrar for their soccer program. At any given time, you may find her with one of her 4 children on the soccer fields at Emerald, at West High School, or at Beaumont Magnet Academy attending an Art performance. She attended PSCC, Northwest Florida State College, & UT with a focus on Civil Engineering. Naomi currently holds her Life & Health and P&C licenses.
With more than 100 years of collective experience, our team embraces a client-first culture and focuses on building genuine relationships that last.
Reliability of Sources The articles and opinions expressed in this document were gathered from a variety of sources, but were reviewed by Head Investment Partners,LLC prior to its dissemination. All sources are believed to be reliable but do not constitute specific investment advice. In all cases, please contact your investment professional before making any investment choices.
Return on Products The return assumptions are not reflective of any specific product, and do not include all fees or expenses that may be incurred by investing in specific products. The actual returns of a specific product may be more or less than the returns used. The Standard & Poor’s 500 (S&P 500) is an unmanaged group of securities considered to be representative of the stock market in general. It is not possible to directly invest in an index. Financial forecasts, rates of return, risk, inflation, and other assumptions may be used as the basis for illustrations. They should not be considered a guarantee of future performance or a guarantee of achieving overall financial objectives. The return and principal value of the investments will fluctuate so that, when redeemed, they may be worth more or less than their original cost. Past performance is not a guarantee or a predictor of future results of either the indices or any particular investment.
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