At Socium Advisors, we believe that loyalty and trust from our satisfied clients is the highest form of recognition we can receive. We are also deeply appreciative of the independent organizations that have acknowledged our hard work in delivering an outstanding wealth management experience to the people reserve.
An award-winning team
Forbes has recognized Scott Underwood as the #2 financial security professional in Missouri and Justin Boeving as the #2 financial security professional in Arkansas for 2023. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This would not have been possible without you.
Barron’s “Top 1,200 Financial Advisors” list (March 2024), based upon data as of 9/30/2023. Forbes Best-in-State Top Financial Security Professionals list (July 2023), based upon data as of 12/31/2022. Research and ranking provided by SHOOK Research. Barron’s “Top 1,200 Financial Advisors” list (March 2023), based upon data as of 9/30/2022. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.
PRESS
SOCIUM ADVISORS WELCOMES INDUSTRY VETERAN JOHN CALVERT AS NEWEST PARTNER
A recognized expert in wealth management with 30+ years of experience and $400M in AUM, Calvert will drive strategic growth and client success. Read the full press release.
SCOTT UNDERWOOD NAMED AMONG NATION’S BEST BY BARRON’S 7 YEARS IN A ROW
Northwestern Mutual is proud to celebrate Scott Underwood, Founder and CEO of Socium Advisors, for his ranking on the 2025 Barron’s Top 1,200 Financial Advisors list, marking his seventh year receiving this prestigious accolade. This recognition is a testament to both Scott's exceptional skill and dedication, as well as the entire team at Socium Advisors, in providing trusted expertise to their clients. Read the full press release.
SOCIUM ADVISORS WELCOMES JOHN UNTERREINER
Today Northwestern Mutual, a leading financial services company, is proud to announce John Unterreiner has joined St. Louis-based Socium Advisors as the firm’s director of philanthropic planning. In his new role he will help clients create intentional giving plans, facilitating the discovery of their values and integrating these into estate plans, donor-advised funds, and family foundations. Read the full press release.
SOCIUM ADVISORS ANNOUNCES PROMOTION OF PJ MCDANIEL TO PARTNER
Socium Advisors, a leading Wealth Management firm under Northwestern Mutual, is pleased to announce the promotion of PJ McDaniel to Partner, effective immediately. Read the full press release.
SOCIUM ADVISORS WELCOMES SUNEEL GARG
Socium Advisors, a leading wealth management firm under Northwestern Mutual, is proud to announce that Suneel Garg has joined Saint Louis-based Socium Advisors as its newest Partner, effective July 1, 2024. Read the full press release.
SOCIUM ADVISORS WELCOMES CHRISTOPHER KOON AS PARTNER
Northwestern Mutual, a leading financial security company, is proud to announce that Christopher Koon has joined Saint Louis-based Socium Advisors as its newest partner, effective July 1, 2024. Read the full press release.
SOCIUM ADVISORS OF ST. LOUIS TO CELEBRATE OPENING OF STATE-OF-THE ART, NEW OFFICE WITH SUMMER 2024 GRAND OPENING EVENT
Socium Advisors, a Northwestern Mutual financial services company established in 2016, is proud to to announce the opening of its brand new, reimagined office space, which will be celebrated on Thursday, June 6 from 4 to 7 pm CST with a grand opening event at the office, 622 Emerson Road, Suite 400, St. Louis, Missouri 63141. Read the full press release.
SOCIUM ADVISORS APPOINTS RON JOELSON TO ADVISORY BOARD
Socium Advisors, leading financial planning firm affiliated with Northwestern Mutual, is thrilled to announce the appointment of Ron Joelson to the firm’s Advisory Board. In this role, Joelson will play a pivotal role in advising on leadership development within the organization. Read the full press release.
SOCIUM ADVISORS ANNOUNCES PROMOTION OF ADAM GILMORE TO PARTNER
Socium Advisors, a leading Wealth Management firm under Northwestern Mutual, is pleased to announce the promotion of Adam Gilmore to Partner, effective immediately. Read the full press release.
SCOTT UNDERWOOD NAMED AMONG NATION’S BEST BY BARRON’S 6 YEARS IN A ROW
Northwestern Mutual is proud to celebrate Scott Underwood, Founder and CEO of Socium Advisors, for his ranking on the 2024 Barron’s Top 1,200 Financial Advisors list, his sixth year named to this accolade. This recognition is a testament to both Scott's skill and dedication as well as the entire team at Socium Advisors to providing trusted expertise to their clients. Read the full press release.
NORTHWESTERN MUTUAL WELCOMES JEFF SCHAUMBURG TO SOCIUM ADVISORS
Northwestern Mutual, a leading financial services company, is proud to announce Jeff Schaumburg has joined St. Louis-based Socium Advisors as the firm’s Chief Financial Officer. Jeff officially joined Socium on April 1, 2024, and will be responsible for financial governance, forecasting and merger and acquisition analysis. Read the full press release.
NORTHWESTERN MUTUAL WELCOMES HEATHER STONEBARGER TO SOCIUM ADVISORS
Northwestern Mutual, a leading financial services company, is proud to announce that Heather Stonebarger has joined Saint Louis-based Socium Advisors. Heather officially became a part of Socium Advisors on January 29th and is entrusted with overseeing clients’ financial planning needs and requirements. With this dynamic team addition, Socium will further enhance its dedication, support and planning strategies for veteran communities across the nation. Read the full press release.
Archive
- Wealth Side by Side
- Northwestern Mutual Welcomes P.J. McDaniel to Socium Advisors
- Scott Underwood Accepted Into Forbes Finance Council
- Scott Underwood Ranked 5 Consecutive Years on the Barron’s Top 1,200 Financial Advisors List
- Socium Advisors Welcomes Justin Boeving and Athletes Advantage to Our Firm
- Northwestern Mutual and Socium Advisors Announcing Practice Acquisition With Haig Kondayan, CFP®
- Socium Advisors to Name Michelle Magner RCIP®, CLU®, ChFC®, CASL® as Partner
- Integrated, Comprehensive Financial Planning With a National Presence