Sheila Stotler
Together, we create a financial plan that leads to more freedom, less stress, and a life you love.
- Role
- Investment Advisor Representative at Ufinancial Group
- Location
- Lancaster, PA, US
- LinkedIn followers
- 500 followers
About Sheila Stotler
As a financial advisor, I believe the best strategies start with real relationships. I take the time to truly understand each client’s story, priorities, and goals—because financial success means something different to everyone.I work with busy professionals, families, and business owners who want smart, personalized guidance without the stress. From retirement and education planning to protecting what matters most with life, disability, or long-term care insurance—I provide strategies designed to fit your life, not someone else’s template.What inspires me every day is building lasting partnerships. My goal isn’t just to give you a plan—it’s to be the trusted advisor you can rely on, year after year, through every chapter and every milestone. With a mix of experience, empathy, and clarity, I’m here to help you build your freedom.I am a registered representative of and offer securities, investment advisory, and financial planning services through MML Investors Services, LLC, Member SIPC Supervisory address: 100 Sterling Parkway, Suite 307, Mechanicsburg, PA 17••••••••00. I am licensed to sell insurance in AL, AZ, DE, FL, ID, MA, MD, MI, MN, MO, NC, NJ, NY, OH, PA, & SC. I am also licensed to sell securities in AL, AZ, DE, FL, ID, IN, MA, MD, MN, NC, NJ, NY, OH, PA, SC, & VA.
Experience
Investment Advisor Representative
Feb 2021 — Present · Lancaster, PA, US
Fosters long-term relationships with a blend of expertise, clarity, and personalized attention- Delivers comprehensive, goals-based financial planning for families, professionals, and entrepreneurs- Advises clients on retirement readiness, college funding, insurance protection, and wealth management- Implements customized, tax-efficient investment strategies aligned with clients’ values and vision.
Education
Millersville University of Pennsylvania
Bachelor of Science - BS, Computer Science
Saint Joseph's University
MBA
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