Scott Underwood Named to 2018 Financial Times 400 Top Financial Advisers 

March 22, 2018– Scott Underwood is pleased to announce that he has been named to the 2018 edition of the Financial Times 400 Top Financial Advisers. The list recognizes top financial advisors at national, independent, regional and bank broker-dealers from across the U.S.*

 

 

 


Socium:(n) partner, ally

At Socium Advisors, we build a true partnership with our clients. Through outcome-based planning and focus on the long term goals of our clients, we carve a path together and hold one another accountable along the way. As a client of Socium Advisors you will have access to:

  • A comprehensive and personalized financial planning analysis updated on an annual basis to ensure all parties are on track to meeting goals and real benchmarks to outline progress along the way

  • Our team of professionals, including a designated financial planner, portfolio manager, risk product specialist and other service support

  • Highest financial rated backing of Northwestern Mutual and the entire suite risk-based products1

  • Investment management utilizing low-cost holdings with an emphasis on risk-control and after-tax returns

  • Tax management and unique planning strategies for the most efficient distribution of assets when the need arises

  • Guidance on other advanced planning needs such as estate planning, qualified plans and executive compensation

  • Innovative planning strategies that often challenge our clients to think differently and test traditional thinking

  • The Northwestern Mutual website for account viewing, planning and aggregating all facets of your financial picture

Socium Advisors will help you to plan for your future.

Planning Well Graphic

1Northwestern Mutual continues to have the highest financial strength ratings awarded to any life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), May 2016; Fitch Ratings, AAA (highest), May 2016; Moody's Investors Service, Aaa (highest), July 2016; and S&P Global Ratings, AA+ (second highest), June 2016. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.  


*The Financial Times 400 Top Financial Advisors is an independent listing produced annually by the Financial Times (March 2018). The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400.

Scott Preston Underwood
Wealth Management Advisor


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Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

Northwestern Mutual’s Awards & Accolades

We win a lot of awards. Some things you’d expect. Others might surprise you. Take a look.

 

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