Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
650 Town Center Drive
Costa Mesa, CA 92626
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Accessible, knowledgeable and experienced, I am committed to building and maintaining strong client relationships. I am passionate about what I do and I bring that passion to helping every client make what may be the most important financial decisions of their lives.
Steve Kwong brings to Merrill Lynch Wealth Management over twenty years of investment and wealth management experience. He advises a select group of clients on meeting their investment and financial objectives. His comprehensive approach strives to integrate one’s goals in life to the investment planning process. This includes a thorough review of one’s most important aspirations for their family, and the opportunity for wealth to produce significant results. Prior to Merrill, Steve served the high net worth community at Credit Suisse and U.S. Trust Company. In 2000, he helped establish the de novo office for Neuberger Berman in Newport Beach, California. His seven years in commercial banking with Wells Fargo gave him a unique perspective in the matters specific to business owners and executives. He has worked with many closely held and family business owners, providing meaningful insight on wealth transfer, exit strategies, and diversification. Steve is active in the professional and business community. He has been a volunteer for the American Cancer Society since 1990 and served as Chairman of the Regional Council for three years.
Mr. Kwong holds a Bachelors of Science with an emphasis in finance and a MBA from the University of Southern California’s Marshall School of Business. He is active with the Marshall School’s alumni groups. Steve lives in Newport Beach with his wife, Jill and their two daughters while their two sons are following their career and collegiate aspirations.
Key Practice Focus Areas:
-Closely held and family business owners
-Real estate developers and investors
-Foundations and Endowments
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 The American Cancer Society, USC Marshall, and Newport Harbor High School . 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 Southern California
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Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically 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
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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.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.