Stephanie Whaley
Financial Advisor at Prudential Financial | Helping Individuals & Families Build Wealth, Protect Assets, and Achieve Financial Goals
- Role
- Financial Advisor at Prudential Financial
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Stephanie Whaley
Experienced Mortgage Lender turned Financial Planning Professional | Helping individuals…
Experience
Financial Advisor
Apr 2025 — Present · Charlotte, NC, US
As a Financial Advisor with Prudential Financial, I specialize in creating personalized strategies to help clients achieve financial security and long-term success. Whether it’s retirement planning, investment management, risk protection, or wealth transfer, I partner with individuals, families, and businesses to design solutions tailored to their unique goals.I believe in building strong, lasting relationships and providing trusted guidance through life’s financial milestones. With access to Prudential’s comprehensive suite of products and resources, I am committed to helping clients grow, protect, and preserve what matters most to them. Areas of focus include:Retirement income strategiesInvestment planning & portfolio managementLife insurance & protection solutionsCollege savings strategiesEstate & legacy planningEstablishing and working with current business owners. My mission is to empower clients to make informed decisions and feel confident about their financial future.
Education
Saint Louis Community College
Accounting and Business/Management
Skills
- Wellness Coaching
- Skin Care
- Lifestyle
- Team Building
- Nutrition
- Social Networking
- Social Media Marketing
- Customer Service
- Small Business
- Wellness
- Coaching
- Online Marketing
- Social Media
- Leadership
- Supplements
- Fitness
- Personal Development
- Entrepreneurship
- Lifestyle Coaching
- Home Based Business
- Network Marketing
- Public Speaking
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