Michelle Magner, CLU®, ChFC®, CASL®, RICP® in

Michelle Magner, CLU®, ChFC®, CASL®, RICP®

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Partner at Socium Advisors
📍 St Louis, Missouri, United States

Michelle Magner is a Partner at Socium Advisors, where she oversees the firms Investment Committee and specializes in solution-based financial planning. A graduate of the University of Missouri-Columbia, she was previously a Portfolio Manager and made history in 2021 as the first non-contracted equity Partner at Northwestern Mutual.

Outside of work, Michelle is a supporter of St. Judes Childrens Research Hospital. She is a mother to three boys and speaks about the importance of balancing a demanding career with family life, seeing it as an opportunity to connect with other women who are the CEOs of their households.

She recently joined the prestigious Forbes list of Best-in-State Financial Security Professionals for 2026.

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Experience
16 Years
Current Role
Partner
Location
St Louis, Missouri, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Michelle cares about

Defensive Planning
Promotes an integrated approach for high-net-worth families that aligns tax, estate, insurance, and family-office services to protect the balance sheet.
Women's Empowerment
Hosts "Women & Wealth" events and speaks on unique financial planning considerations for women, aiming to strengthen their financial confidence and address the gender pay gap.
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Career

Work history

8-2010
Partner
Socium Advisors
In the press

Media appearances

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Education
Bachelor's degree
University of Missouri-Columbia
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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