Press
Scott Underwood named one of the best advisors three years running
His dedication and passion for doing what’s right for his clients has made him a top financial advisor in the industry. Congratulations!
The Financial Times 400 Top Financial Advisors is an independent listing produced annually by the Financial Times (April 2019). 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.
Barron’s logo reprinted with permission of Barron’s.
Socium Advisors, a leading Wealth Management firm under Northwestern Mutual, announced today a formal succession planning acquisition with Haig A. Kondayan, CFP®, of Northwestern Mutual - Washington D.C. Read the full press release.
Socium Advisors to Name Michelle Magner RICP®, CLU®, ChFC®, CASL® as Partner
Socium Advisors, a leading wealth management firm under Northwestern Mutual, has promoted Michelle Magner, RICP®, CLU®, ChFC®, CASL®, to serve as Partner. Michelle joins Founder and CEO, Scott Underwood, and Partner, Tripp Kelly, in continuing to grow the firm and legacy, with their clients at the heart of all that they do. Read the full press release.
Integrated, Comprehensive Financial Planning with a National Presence
St. Louis Financial (as seen in Fortune, Forbes, & Money)
Socium Advisors delivers coordinated, all-inclusive financial planning within a collaborative client partnership. Read the article.