
Sheila Stotleremail
Professional Story
Preparing for the next step in life isn’t always easy.
I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.
I am committed to helping clients build financial freedom.
Education
FINRA Series 6, 63, 65 & 7 licensed, Life, Health & Annuity licensed, MBA, Saint Joseph University, BS Computer Science, Millersville University
Hobbies
Treasure quality family time, Supporting local is important to me, Driven to making a positive difference within my community, Family passion project: running our Airbnb
Affiliations & Memberships
Immediate Past President of the Philadelphia Tri-County Chapter
Community Involvement
American Legion Auxiliary Post 466, Millersville University Lombardo College of Business Advisory Council
Languages: English
Credentials: CRPC®, AIF®
Specialties:Insurance Strategies, Investment Strategies, Risk Management Strategies, Retirement Strategies, Estate Planning, Financial Education, Business Owners
Check the background of this investment professional on FINRA's BrokerCheck