Stephen Skokos of Mountain America Investment Services Honored Among Forbes “Top Next-Gen Wealth Advisors” 2022

Mountain America Investment Services is pleased to announce that Stephen Skokos has been selected as one of the Forbes “Top Next-Gen Wealth Advisors” in Utah for 2022. Skokos is a wealth advisor servicing the St. George and Cedar City, Utah, areas and has been with Mountain America Investment Services since 2008. Stephen is a CERTIFIED FINANCIAL PLANNER™ and services more than $100 million in client assets.

In the wealth management industry, the average age of financial advisors is 55 years old, and one in five advisors is 65 or over. The advisors honored on this list, including Skokos, were all born in 1983 or later.

“Stephen has done a phenomenal job guiding our credit union members toward their financial goals,” said Chad Waddoups, vice president of wealth management at Mountain America Investment Services, located at Mountain America Credit Union. “We need wealth advisors who are prepared to assist future generations in achieving their financial goals. I congratulate him on this achievement.”

Skokos brings a holistic approach to his work, encompassing debt management, saving and investment strategies, and estate planning services. Stephen has lived in China and New Zealand and is proficient in Mandarin Chinese. Before joining Mountain America Investment Services, he worked as a consultant for the U.S. Commerce Department in Shanghai, China, promoting American interests abroad.

“I’m thrilled to be recognized among so many talented wealth advisors who are having success early on in their careers,” says Skokos. “People are at the heart of what we do. It’s an honor to help clients evaluate their complete financial picture and assist in bringing it in line with their future goals.”

Skokos is an alum of the University of Utah and has a master’s degree in finance and economics. An outdoor enthusiast, he enjoys mountain biking, hiking, snowboarding and camping with his family. Skokos and his wife have two sons, two daughters and an Australian Shepherd. They live in St. George, Utah.

Each advisor in the Forbes list was selected by SHOOK Research and chosen based on an algorithm of qualitative and quantitative criteria, including in-person interviews; industry experience; compliance records; revenue produced; and assets under management.

For more information about Mountain America Investment Services or to schedule an appointment with a wealth advisor, click here.

About Mountain America Investment ServicesMountain America Investment Services provides comprehensive, long-term wealth planning services to help credit union members work toward their goals. We specialize in offering support for personal investments, tax strategies, retirement, and estate planning. We provide investment services through LPL Financial at locations across the Intermountain West. Our team of experienced advisors is here to guide you along your journey. To learn more or set up a virtual meeting or in-person meeting at any Mountain America Credit Union branch, visit macu.com/investments.

About LPL FinancialLPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker-dealer*. We serve independent financial professionals and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions.

*Based on total revenues, Financial Planning magazine June 1996-2021