William Kouvoukliotis
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William Kouvoukliotis Email & Phone Number

Director of Financial Planning | Delivering Peace of Mind through Individualized Planning & Custom Solutions at Beauchamp Maleki Group
Location: Milwaukee, Wisconsin, United States 5 work roles 1 school
1 work email found @nm.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Current company
Beauchamp Maleki Group
Role
Director of Financial Planning | Delivering Peace of Mind through Individualized Planning & Custom Solutions
Location
Milwaukee, Wisconsin, United States
Company size
9 employees

Who is William Kouvoukliotis? Overview

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William Kouvoukliotis is listed as Director of Financial Planning | Delivering Peace of Mind through Individualized Planning & Custom Solutions at Beauchamp Maleki Group, a company with 9 employees, based in Milwaukee, Wisconsin, United States. AeroLeads shows a work email signal at nm.com and a matched LinkedIn profile for William Kouvoukliotis.

William Kouvoukliotis previously worked as Director of Planning at Beauchamp Maleki Group and Senior Wealth Management Advisory Account Administrator at Northwestern Mutual. William Kouvoukliotis holds Bachelor Of Science (B.S.), Finance from Marquette University.

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Email format at Beauchamp Maleki Group

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{first_initial}{last}@nm.com
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Profile bio

About William Kouvoukliotis

My tenure in the financial services industry has allowed me to identify what I truly enjoy: Impacting lives by building plans to protect people’s financial security. Through courageous conversations, I get the opportunity to design the solutions that meet our client’s retirement and other financial personal goals. Thankfully, my time working at Northwestern Mutual’s headquarters built my foundation of tremendous insight and experience in financial planning and investment strategies for high net worth clients. With Beauchamp Maleki Group (BMG), my wealth of knowledge expanded tenfold through our team of professionals and seasoned advisors who always put the client first. Our objective is to understand our clients’ goals and dreams in great detail so that we can create strategic financial plans that reflect their values and beliefs. We work with individuals who are looking for relationship-driven financial planning. Our signature approach is a deep-dive, research-intensive, multidisciplinary process. To learn more about Beauchamp Maleki Group, visit us at www.bmg-nm.comBeauchamp Maleki Group’s Specialties: Business Succession Strategies | Privately Held Businesses | Financial Planning | Risk Management | Asset Transfer Strategies | Wealth Management | Investment Strategies | Retirement Solutions | Insurance Planning

Listed skills include Strategy, Finance, Financial Planning, Wealth Management, and 6 others.

Current workplace

William Kouvoukliotis's current company

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Beauchamp Maleki Group
Beauchamp Maleki Group
Director of Financial Planning | Delivering Peace of Mind through Individualized Planning & Custom Solutions
milwaukee, wisconsin, united states
Website
bmg-nm.com
Employees
9
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5 roles · 31 years

William Kouvoukliotis work experience

A career timeline built from the work history available for this profile.

Director Of Planning

Current
Beauchamp Maleki Group

731 N Jackson Street, Suite 200 Milwaukee, WI 53202

  • With more than 100+ years of combined industry experience, our team at Beauchamp Maleki Group (BMG) brings a vast amount of experience and knowledge to every conversation. As the Director of Financial Planning.
  • Fact finding
  • Identify planning gaps
  • Develop financial solutions
  • Design and implement financial plans
  • Deliver peace of mind that retirement needs and family legacy goals will be metIf we can be of service to you, please reach us at 414-270-1890 or www.bmg-nm.com Show less
2010 - Present ~16 yrs 4 mos

Senior Wealth Management Advisory Account Administrator

Northwestern Mutual

Milwaukee, Wisconsin, United States

  • Supported top 100 Wealth Management Advisors
  • Created proposals and approved non-standard proposals for advisory accounts
  • Helped trade/rebalance advisory accounts
  • Provided compliance oversight for all assigned advisory accounts
  • Served as relationship manager and liaison between wealth management advisor and company
2003 - 2010 ~7 yrs

401(K) Recordkeeper And Fund Accountant

U.S. Bank

Milwaukee, Wisconsin, United States

  • Managed and tracked employee investments to my assigned plans
  • Managed participant’s contributions and distributions
  • Processed plan trades to ensure every dollar contributed was appropriately invested
  • Processed loans, hardships, QDROs and fund transfers
2002 - 2003 ~1 yr

Client Services Representative

Strong Funds

Milwaukee, Wisconsin, United States

  • Generated sales leads
  • Took and placed large volume of purchase, sell, and exchange orders for mutual funds
  • Resolved customer complaints and inquiries
  • Provided excellent customer service to shareholders
2001 - 2002 ~1 yr

Investment Analyst

M&I Marshal & Illsley Bank

Milwaukee, Wisconsin, United States

  • 1999 – 2001 Investment Analyst
  • Managed the Federal Funds daily to ensure mandated reserve requirements were met for the bank
  • Traded short-term paper and other short-term fixed income securities to existing corporate clients1997-1999 Credit Analyst (part-time in the Small Business Center until college graduation)
  • Underwrote loans up to $250,000 for small businesses
  • Analyzed business balance sheets, income statements, credit reports, and other business… Show more 1999 – 2001 Investment Analyst
  • Analyzed business balance sheets, income statements, credit reports, and other business documents1996 – 1996 Bank Teller (part-time while attending college)1995 – 1996 Intern (while attending college) Show less
1995 - 2001 ~6 yrs
Team & coworkers

Colleagues at Beauchamp Maleki Group

Other employees you can reach at bmg-nm.com. View company contacts for 9 employees →

JL Jessica Lloyd Jessica Lloyd Colleague at Beauchamp Maleki GroupMilwaukee, Wisconsin, United States, United States View → SM S M S M Colleague at Beauchamp Maleki GroupTehran, Tehran Province, Iran, Iran, Islamic Republic Of View → GN Gina Natoli Gina Natoli Colleague at Beauchamp Maleki GroupMilwaukee, Wisconsin, United States, United States View → TN Tyler Newsom Tyler Newsom Colleague at Beauchamp Maleki GroupMilwaukee, Wisconsin, United States, United States View → MB Mike Bernhard, Cfa, Cfp® Mike Bernhard, Cfa, Cfp® Colleague at Beauchamp Maleki GroupMilwaukee, Wisconsin, United States, United States View → BB Bryan Beauchamp Bryan Beauchamp Colleague at Beauchamp Maleki GroupMilwaukee, Wisconsin, United States, United States View → SM Saede Maleki Saede Maleki Colleague at Beauchamp Maleki GroupThiensville, Wisconsin, United States, United States View → RB Rebecca Boak Rebecca Boak Colleague at Beauchamp Maleki GroupGreater Milwaukee, United States View → KL Kayla Lang Kayla Lang Colleague at Beauchamp Maleki GroupSussex, Wisconsin, United States, United States View → NW Nick Walls Nick Walls Colleague at Beauchamp Maleki GroupMilwaukee, Wisconsin, United States, United States View →
1 education record

William Kouvoukliotis education

FAQ

Frequently asked questions about William Kouvoukliotis

Quick answers generated from the profile data available on this page.

What company does William Kouvoukliotis work for?

William Kouvoukliotis works for Beauchamp Maleki Group.

What is William Kouvoukliotis's role at Beauchamp Maleki Group?

William Kouvoukliotis is listed as Director of Financial Planning | Delivering Peace of Mind through Individualized Planning & Custom Solutions at Beauchamp Maleki Group.

What is William Kouvoukliotis's email address?

AeroLeads has found 1 work email signal at @nm.com for William Kouvoukliotis at Beauchamp Maleki Group.

Where is William Kouvoukliotis based?

William Kouvoukliotis is based in Milwaukee, Wisconsin, United States while working with Beauchamp Maleki Group.

What companies has William Kouvoukliotis worked for?

William Kouvoukliotis has worked for Beauchamp Maleki Group, Northwestern Mutual, U.S. Bank, Strong Funds, and M&I Marshal & Illsley Bank.

Who are William Kouvoukliotis's colleagues at Beauchamp Maleki Group?

William Kouvoukliotis's colleagues at Beauchamp Maleki Group include Jessica Lloyd, S M, Gina Natoli, Tyler Newsom, and Mike Bernhard, Cfa, Cfp®.

How can I contact William Kouvoukliotis?

You can use AeroLeads to view verified contact signals for William Kouvoukliotis at Beauchamp Maleki Group, including work email, phone, and LinkedIn data when available.

What schools did William Kouvoukliotis attend?

William Kouvoukliotis holds Bachelor Of Science (B.S.), Finance from Marquette University.

What skills is William Kouvoukliotis known for?

William Kouvoukliotis is listed with skills including Strategy, Finance, Financial Planning, Wealth Management, Analysis, Securities, Series 7, and Insurance.

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