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Hi, I’m Brittany Stivale. The fact that you’ve landed on my website tells me you’ve been searching for answers, guidance, and help regarding your personal and/or business finances. I’m so glad you found me.
I’m not your traditional financial advisor. In addition to providing investment advice, guidance and sophisticated wealth management strategies, I can also cover current, up-to-date topics including present-day portfolio theory, active management, stock options, alternatives, and socially responsible investing. I see my strengths as helping a broad spectrum of people avoid unnecessary financial worries and guiding them to live a meaningful life unique to their own dreams and desires.
My personalized approach is fun, relatable, informative, and organized. When it comes to money and finances, I believe education and compassion are key. I make sure to talk through any topics you may not understand, organize information in a way that makes sense, always look out for your best interest, never judge, and even when it’s tough, tell you the things you may need to hear.
After earning national recognition for the rapid growth and success of the paint contracting business I founded during college, I decided to pursue my first love of finance. In 2014, I joined a boutique wealth management firm in Philadelphia and then moved to Redlands, California, before returning to the east coast and joining Merrill Lynch Wealth Management in 2017. Through hard work and determination, I built my business from scratch. Today I work with a broad spectrum of unique clients who seek help organizing and simplifying their financial lives.
After graduating from Franklin and Marshall College in Pennsylvania with a major in business and a minor in economics in two and a half years, I decided to pursue several professional designations. Today, I hold the Accredited Asset Management Specialist AAMS, Accredited Wealth Management Advisor AWMA, and Chartered Retirement Planning Counselor CRPC designations. I’m also a Senior Portfolio Advisor who can help clients pursue their objectives by managing investment strategies on a discretionary basis.
In my time away from the office, I’m the membership chairperson of the Delco Property Investors Club, an ambassador for the Delaware County Chamber of Commerce, a council member of the Franklin and Marshall College Delaware Alumni Chapter, and co-president of the Tri-State Chapter of Women’s Exchange at Merrill.
If you’re fun, upbeat, and see the value in working with a compassionate, relatable, hands-on Advisor, give me a call. I’d love to chat!
*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is equity research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.
*Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.
Franklin & Marshall College
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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.
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