Stephen Petrie Email & Phone Number

As a financial advisor with over 25 years experience in the financial services industry, I believe that taking the time to understand and educate my clients is rewarded with the implementation of appropriate strategies geared towards long-term success.I have been helping Navy Federal members for the past ten years with retirement and education planning as well as investment management and insurance solutions.After growing up in the United Kingdom and graduating from The University of Sussex with a degree in mathematics and a teaching certificate, I moved to New York City. There, I gained my first exposure to the U.S. financial markets while working for a Wall Street publisher following options, convertible bonds and warrants. Navy Federal Financial Group offers various investments and insurance solutions that complement the traditional products and services of Navy Federal Credit Union. Financial advisors concentrate on three basic components of personal finance management; Protection, Accumulation, and Ongoing Management. Navy Federal Financial Group, LLC (NFFG) is a licensed insurance agency. Non-deposit investments, brokerage, and advisory products are only sold through Navy Federal Investment Services, LLC (NFIS), a member of FINRA/SIPC and an SEC registered investment advisory firm. NFIS is a wholly owned subsidiary of NFFG. Insurance products are offered through NFFG and NFIS. These products are not NCUA/NCUSIF or otherwise federally insured, are not guaranteed or obligations of Navy Federal Credit Union (NFCU), are not offered, recommended, sanctioned, or encouraged by the federal government, and may involve investment risk, including possible loss of principal. Deposit products and related services are provided by NFCU.Financial Advisors are employees of NFFG and are employees and registered representatives of NFIS. NFIS and NFFG are affiliated companies under the common control of NFCU. Call 1-877-221-8108 for further information.

Listed skills include Series 7, Series 65, Life And Health Insurance Licenses, 529 Plans, and 18 others.