J Scott Stevens
Wealth Management Advisor|CFP®
Personal
As a husband, father of seven, and business owner I have a keen understanding of how a properly designed plan can maximize the finite resources of time and money. I enjoy racquetball, tennis, ping pong, mountain/road cycling, and am an outdoor enthusiast. I am a 4-time marathon finisher and hope to one day qualify for the Boston Marathon. Most importantly, my personal values urge me to be a loyal husband, a kind father, an honorable citizen, and a financial advisor worthy of the highest levels of trust.
Professional
I started my career with Northwestern Mutual as a college intern in 1998. Upon graduation from Idaho State University with a Bachelor of Business Administration in Finance, I became a full-time advisor for Northwestern Mutual. I was privileged to be the Regional Disability Income Specialist for Northwestern Mutual for over 10 years. My professional development has led me to focus exclusively in planning strategies for professionals and businesses, including the 401(k) marketplace on a national scale. I have been a passionate student of the financial industry since college. This passion combined with over 20 years of experience has made me an expert in my field.
I was named The Bailey Financial Group Financial Representative of the year in 2007, 2011, and 2012.
Awards and Recognition
- Million Dollar Round Table Qualifying Member (2006-2014)
- 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
- Million Dollar Round Table Qualifying/Life Member (2015-2017)
- 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 (2011-2015)
- Award recognizing commitment to excellence in service to clients and industry
- National Quality Award (2001-2002, 2004-2006, 2008-2010)
- Award recognizing persistency and performance
- National Sales Achievement Award (2001-2003, 2010)
- Award recognizing performance
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
