Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Shep Stevens is a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management in New Haven, Connecticut. Shep is an accomplished financial advisor who focuses on customized wealth management, asset management, and risk mitigation for high-echelon clients. Shep is one of two advisors on the Campeau Stevens Group financial advising team. The team’s clients include athletes, business owners, corporate executives, entertainers, and retirees.
Shep received his B.A. in Political Science and Government from the University of Virginia in 2002. It was at UVA that Shep developed his passion for finance, geopolitics, and the blooming field of behavioral finance. Shep was also a 4-year varsity letter winner on the University of Virginia golf team, and was named team captain in 2002. After graduation, Shep spent 6 years playing professional golf around the globe – including South America and Europe. Shep joined Merrill Lynch in 2008 and quickly ascended through the ranks of Merrill’s financial advisor programs. Starting in 2011, Shep spent 6 years as First Vice President for UBS - the Swiss global investment firm. At UBS, Shep focused on financial planning and portfolio risk mitigation. In 2017, Shep rejoined Merrill Lynch Wealth Management in his current role as Senior Vice President and Senior Financial Advisor.
In his free time, Shep enjoys spending time with his family (wife – Jennifer, son – Oliver). He also plays a variety of sports, enjoys traveling, and has served on several boards. Finally, it is important to Shep to help causes that positively impact children and the environment.
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 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 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.
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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 will work to help you stay on track, regardless of what the markets are doing.
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.