PROFESSIONAL PROFILE
Toll Free Phone (877) 458-4288
Advisor Experience
Steve Durman is an educated and experienced Senior Financial Advisor with Merrill Lynch. His uncompromised ethics, integrity and commitment to professionalism and client confidentiality are the ideals that shape his character, practice and reputation. Steve has been providing trusted wealth management advice and exceptional customer service to affluent individuals, sole proprietors, partnerships, corporations, non-profit organizations and philanthropic foundations since 1994. He serves over 100 select households in more than 10 different states throughout the nation and is currently accepting referrals and new qualified client relationships.
Collaborative, Client-Centered Philosophy
Prior to preparing a customized wealth management strategy, Steve colloaborates closely with clients and trusted tax and legal advisors to assure all parties are informed regarding possible changes to current fiscal, economic, tax or estate law policy that may impose a potential adverse affect upon ones income, tax status, net worth or present standard of living. By aligning the interests of both client and advisor, a bridge of trust is established, developing long-term, client-centered relationships, built upon integrity, accountability, loyalty and mutual respect.
Strategic, Actionable Solutions
In today's fast-paced, continually evolving global environment, world markets, economic cycles and individual circumstances can change without advance notice. By identifying investor needs, goals and objectives and executing a sound risk and wealth management strategy, Steve is prepared to provide timely, proactive advice
and deliver strategic, actionable solutions to help clients recognize value-oriented opportunities, improve retirement income, reduce risk, protect assets and preserve wealth.
Global Wealth Management Approach
Steve Durman is an essential partner, fully invested in client success and committed to providing innovative solutions for clients in the areas of: Investment manager selection; Asset class, style, industry and sector selection and rotation; Retirement income, estate, tax and wealth transition planning; IRA/Retirement plan origination, rollover and distribution planning; Structured product guidance; Business capital, merger, acquisition, key employee and deferred compensation planning and credit and mortgage lending services.
Investor Relations and Education
Throughout the year, Steve holds educational workshop/seminar opportunities for groups and individuals in the Spokane area and offers a personalized consultation to investors interested in reviewing their existing wealth management strategy. A consultation involves an inclusive examination of essential estate and wealth management components, assessment of risk and reward parameters and provides a prescription of suitable recommendations to help improve the status of ones overall wealth. Contact Steve's Assistant, Carole Amsbury to arrange a time to meet with Steve or receive a schedule of upcoming event dates, times and locations.
PROFESSIONAL STAFF
Carole E. Amsbury - Registered Client Associate
(800) 976-9099 (509) 458-4206 e-mail: carole_amsbury@ml.com
Responsive Administrative Support
Carole Amsbury is a fully registered Client Associate that has been serving the needs of Merrill Lynch clients since 2001. Carole is the constant professional. She is committed to excellence, dedicated to providing first-class customer care and is devoted to superior administrative resolve. Carole assists clients with Merrill Lynch account statements, Merrill Lynch on-line access and electronic statement delivery, monthly retirement income payments, annual mandatory IRA and retirement plan distributions, reinvestment of stock dividends and year-end tax reporting documentation. She is also responsible for the administration of client Beyond Banking, Visa Plus and Signature Rewards programs and coordinates Steve's daily appointment schedule and seminar/workshop events calendar. Carole can be reached by phone or e-mail, Monday - Friday, 7:15am - 3:15pm.