Stephanie R Whaley - Prudential

Stephanie R Whaley - Prudential

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03/20/2025
11/06/2024

How can I help you?

1) Build a financial plan that has a bucket strategy incorporating short term, mid term, long term and retirement accounts to accomplish your goals.

2) Hold a long term perspective to not fall into the trap of buying high and selling low. Diversify and rebalance.

3) Behaviorally coach you through periods of stress to not make mistakes.

09/11/2024

Today, September 11, we remember the nearly 3,000 victims whose lives were taken in a tragedy that indelibly shaped our nation. This day in our history reminds us of the people we care for and the value of what we do at Northwestern Mutual – to put people first and deliver on our promise to protect others.
Please take a moment today to honor and pay tribute to the lives lost and forever changed.

07/18/2024

When it comes to your finances, is it hard to feel seen? We hear you. That’s why we ask questions that matter and partner with you on every step of your unique financial plan. See how the Northwestern Mutual approach can offer huge benefits for you.

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5605 Carnegie Boulevard, Suite 240
Charlotte, NC
28209

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Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm