Stephanie Whaley
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Stephanie Whaley Email & Phone Number

Financial Representative at Northwestern Mutual | Our team specializes in working with those in the Medical Field, Business Owners, Business Development and Corporate Finance Professionals at Northwestern Mutual
Location: Huntersville, North Carolina, United States 4 work roles 2 schools
1 work email found @nm.com 1 phone found area 636 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email s****@nm.com
Direct phone (636) ***-****
LinkedIn Profile matched
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Current company
Northwestern Mutual
Role
Financial Representative at Northwestern Mutual | Our team specializes in working with those in the Medical Field, Business Owners, Business Development and Corporate Finance Professionals
Location
Huntersville, North Carolina, United States
Company size
31224 employees

Who is Stephanie Whaley? Overview

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Quick answer

Stephanie Whaley is listed as Financial Representative at Northwestern Mutual | Our team specializes in working with those in the Medical Field, Business Owners, Business Development and Corporate Finance Professionals at Northwestern Mutual, a with 31224 employees, based in Huntersville, North Carolina, United States. AeroLeads shows a work email signal at nm.com, phone signal with area code 636, and a matched LinkedIn profile for Stephanie Whaley.

Stephanie Whaley previously worked as Financial Representative at Northwestern Mutual and Personal Mortgage Advisor at Nations Lending. Stephanie Whaley holds Accounting And Business/Management from Saint Louis Community College.

Company email context

Email format at Northwestern Mutual

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{first}.{last}@nm.com
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AeroLeads found 1 current-domain work email signal for Stephanie Whaley. Compare company email patterns before reaching out.

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Profile bio

About Stephanie Whaley

Experienced Mortgage Lender turned Financial Planning Professional | Helping individuals secure their futureWith 17 years of expertise in the mortgage lending industry, I have helped numerous individuals achieve their dream of homeownership. Now, as a dedicated Financial Planning Professional, I am committed to guiding individuals towards financial stability and success.✅ Expertise in Mortgage Lending: Years of experience in analyzing financial profiles, providing mortgage solutions, and ensuring smooth transactions for clients.✅ Strategic Financial Planning: Equipped with a comprehensive understanding of personal finance, I specialize in developing tailored strategies to maximize wealth accumulation, retirement planning, and investment management.✅ Client-Centered Approach: I prioritize understanding my clients' unique goals and aspirations, offering personalized financial advice and solutions to help them achieve long-term financial security.✅ Holistic Financial Guidance: By considering various aspects of financial planning, including budgeting, insurance, tax planning, and estate planning, I offer a well-rounded approach to address clients' financial needs.Stephanie's clients are primarily: - Business owners with 10-500 employees- Business development professionals with variable incomes- Corporate finance professionals- Medical Professionals (Nurses, Nurse Practitioners, Physicians, Radiologist, Chiropractors and more) You can reach me at (704) 365-2014 or email me at stephanie.whaley @nm.com to set up an introductory call.Let's connect to discuss how I can help you navigate the complex world of finance and make informed decisions for a brighter financial future.

Listed skills include Wellness, Home Based Business, Wellness Coaching, Nutrition, and 18 others.

Current workplace

Stephanie Whaley's current company

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Northwestern Mutual
Northwestern Mutual
Financial Representative at Northwestern Mutual | Our team specializes in working with those in the Medical Field, Business Owners, Business Development and Corporate Finance Professionals
milwaukee, wisconsin, united states
Website
northwesternmutual.com
Employees
31224
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4 roles

Stephanie Whaley work experience

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

Financial Representative

Current
Northwestern Mutual

Huntersville, North Carolina, United States

Experienced financial professional skilled in providing comprehensive financial services. Expertise in analyzing financial data, developing personalized investment strategies, and managing client portfolios. My team and I have a proven track record of delivering exceptional results in areas such as wealth management, retirement planning, and risk assessment. Strong client relationship management skills, with a focus on delivering exceptional customer service. Up-to-date knowledge of industry… Show more Experienced financial professional skilled in providing comprehensive financial services. Expertise in analyzing financial data, developing personalized investment strategies, and managing client portfolios. My team and I have a proven track record of delivering exceptional results in areas such as wealth management, retirement planning, and risk assessment. Strong client relationship management skills, with a focus on delivering exceptional customer service. Up-to-date knowledge of industry trends and regulations. Committed to helping individuals and businesses achieve their financial goals. Show less

Sep 2022 - Present

Mortgage Banker

Usa Mortgage

Arnold, Missouri, United States

Are you looking for a mortgage lender that does more than homes loans? I will coach you, hold accountability for goals, help you grow your business on social media, work with your clients no matter what there credit score is. I take pride in my team and my 13 plus years experience in the mortgage industry. Contact me today!

Aug 2015 - May 2022

Loan Officer

Mortgage Company
Mar 2004 - Aug 2015
Team & coworkers

Colleagues at Northwestern Mutual

Other employees you can reach at northwesternmutual.com. View company contacts for 31224 employees →

DD Duy Dong Pham Duy Dong Pham Colleague at Northwestern MutualSingapore View → DB Dwaan Black, Cfp, Clu, Chfc Dwaan Black, Cfp, Clu, Chfc Colleague at Northwestern MutualAtlanta, Georgia, United States View → AD Adam Doklovic Adam Doklovic Colleague at Northwestern MutualColumbus, Ohio, United States View → AA Andrew Allen Andrew Allen Colleague at Northwestern MutualMilwaukee, Wisconsin, United States View → RW Renato Wilmersdorfer Renato Wilmersdorfer Colleague at Northwestern MutualMiami, Florida, United States View → JW Jonathan Warren Jonathan Warren Colleague at Northwestern MutualSpringfield, Illinois, United States View → KN Kayla Newcomer Kayla Newcomer Colleague at Northwestern MutualGolden, Colorado, United States View → DW Destiny White Destiny White Colleague at Northwestern MutualAmelia Court House, Virginia, United States View → NL Nico Lopez Nico Lopez Colleague at Northwestern MutualArgentina View → JB Jessica Baker Jessica Baker Colleague at Northwestern MutualWest Hartford, Connecticut, United States View →
2 education records

Stephanie Whaley education

Education record

Desoto High School
FAQ

Frequently asked questions about Stephanie Whaley

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

What company does Stephanie Whaley work for?

Stephanie Whaley works for Northwestern Mutual.

What is Stephanie Whaley's role at Northwestern Mutual?

Stephanie Whaley is listed as Financial Representative at Northwestern Mutual | Our team specializes in working with those in the Medical Field, Business Owners, Business Development and Corporate Finance Professionals at Northwestern Mutual.

What is Stephanie Whaley's email address?

AeroLeads has found 1 work email signal at @nm.com for Stephanie Whaley at Northwestern Mutual.

What is Stephanie Whaley's phone number?

AeroLeads has found 1 phone signal(s) with area code 636 for Stephanie Whaley at Northwestern Mutual.

Where is Stephanie Whaley based?

Stephanie Whaley is based in Huntersville, North Carolina, United States while working with Northwestern Mutual.

What companies has Stephanie Whaley worked for?

Stephanie Whaley has worked for Northwestern Mutual, Nations Lending, Usa Mortgage, and Mortgage Company.

Who are Stephanie Whaley's colleagues at Northwestern Mutual?

Stephanie Whaley's colleagues at Northwestern Mutual include Duy Dong Pham, Dwaan Black, Cfp, Clu, Chfc, Adam Doklovic, Andrew Allen, and Renato Wilmersdorfer.

How can I contact Stephanie Whaley?

You can use AeroLeads to view verified contact signals for Stephanie Whaley at Northwestern Mutual, including work email, phone, and LinkedIn data when available.

What schools did Stephanie Whaley attend?

Stephanie Whaley holds Accounting And Business/Management from Saint Louis Community College.

What skills is Stephanie Whaley known for?

Stephanie Whaley is listed with skills including Wellness, Home Based Business, Wellness Coaching, Nutrition, Small Business, Leadership, Supplements, and Lifestyle.

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