Stephen Graham

Financial Advisor

Professional

Stephen Graham- 2017 Million Dollar Round Table Member!

This award is given to a representative who exhibits an exceptional level of service to clients, while continuing to adhere to the institution's code of ethics and social responsibility.  This year, Stephen Graham and his team have proven the importance of a strong moral foundation in a successful financial services business.  Above all, our mission continues to be helping our clients confidently achieve their financial planning goals.  This confidence comes when you pair peace-of-mind with the elite level of service that Stephen Graham and his team continue to provide.

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Northwestern Mutual Forum Member | 2016

Reserved for advisors who reach the highest level of productivity and excellence

This award is one of the most exclusive designations within Northwestern Mutual, recognizing the top advisors in the company. Honors have included various positions of leadership within Forum and multiple speaking engagements by invitation at events nation-wide.


Before speaking intelligently about the services that might be appropriate for you and your family, I need to get to know you.  That being said, before you can feel comfortable sharing your goals and dreams, you need to get to know me.

After graduating from Lehigh University in 2006, I began my career in the financial services industry.  Since then I have found it to be extremely rewarding and can't ever imagine doing something else with my career.  I've had my practice with Northwestern Mutual since 2008, and though things have changed a lot since then, our top priority will always be helping our clients plan with confidence.  For me, helping my clients and their families achieve their personal and financial goals is the best part of my job!

I've been fortunate enough to have been a member of the office's leadership team for four years where I helped mold young professionals into successful leaders.  I was among the leaders in my agency in New Clients for the Eastern Region in 2015, 2013, and 2009 and was among the top representatives in providing our clients with life insurance benefit for the Eastern Region in 2015.

Additional Accolades and Milestones Earned:

  • Lives Leaders Summit Qualifier 2012-2015
  • Million Dollar Roundtable Member 2012, 2016 and 2017
  • National Association of Insurance and Financial Advisors Quality Award 2012-2015
  • Platinum (2012), Gold (2011), Silver (2010), Bronze (2009) awards recognizing outstanding performance for newer representatives

 

Years of Experience

Representing Northwestern Mutual since 2008.

Awards and Recognition

 

Million Dollar Round Table Qualifying Member 2012, 2016-2017

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

National Association of Insurance and Financial Advisors Quality Award 2012-2015

Award recognizing commitment to excellence in service to clients and industry

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck