Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Steve has been in the financial services industry since 1996. He joined Merrill Lynch Wealth Management in 2005.
Steve is focused on helping clients achieve their personal and financial goals and incorporating wealth management strategies that are consistent with their unique objectives and risk/reward tolerance. Steve works with individuals and families incorporating education and retirement planning, estate planning services in conjunction with the clients’ CPAs and attorneys, life insurance analysis and fixed income investing. For businesses, he provides strategies for cash management, professional practice lending through Bank of America, N.A., risk management, retirement plans and business succession planning.
Steve grew up in Fort Wayne, Indiana and received a Bachelor’s Degree from the University of Dayton in 1994. When not in the office, he enjoys biking, hiking, and golf.
He lives in north Phoenix with his wife and two daughters.
Steve also holds the Certified Investment Management Analyst®, CIMA® designation. Steve was named to Barron's Top 1,200 Financial Advisors for 2017 (Published on March 6, 2017. Rankings based on data as of September 30, 2016). Steve was named to Forbes "Best-in-State Wealth Advisors" list in 2020 (Published on January 16, 2020. Rankings based on data as of June 30, 2019).*
Community involvement is an integral part of how we interact with clients and communities. We are enthusiastically involved with volunteering and fundraising for organizations such as Arizona Community Foundation . Let us show you how our professionalism and dedicated client service could benefit you and your family. Contact us at your earliest convenience.
University of Dayton
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right AdvisorTM
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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