Stephen Soulas
Wealth Management Advisor at Northwestern Mutual Wealth Management Company
- Role
- Wealth Management Advisor at Northwestern Mutual Wealth Management Company at Northwestern Mutual
- Location
- Bethany Beach, DE, US
- LinkedIn followers
- 500 followers
About Stephen Soulas
I am a Wealth Management Advisor with Northwestern Mutual Wealth Management Company, through which I offer quality programs and services for high net worth clients. The company’s mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. I can help create a complete financial plan - whether a client is focused on managing current financial success or on protecting and preserving assets over the long-term.I have offices in Philadelphia and Ocean View, DE to serve the coastal community. For additional information, send me a LinkedIn message or visit my website. To learn more about my specialties, visit my website.
Experience
Wealth Management Advisor at Northwestern Mutual Wealth Management Company
Jul 2016 — Present · Rehoboth Beach, DE, US
I understand complex financial issues, and how they can affect life goals. I work with my clients to fully understand their situation and look to build a relationship that will serve their needs over time. Please let me know how I might be able to help you realize your vision for the future.
Education
Alfred Lerner College of Business & Economics at University of Delaware
Certificate in Financial Planning, Financial Planning
2013 — 2014
Saint Joseph's University
Bachelor of Science (BS), Finance and Information Systems
1980 — 1984
The American College of Financial Services
Retirement Income Certified Professional, Financial Planning and Services
2018 — 2020
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