Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Shep Stevens is a Senior Vice President and Seniro Financial Advisor at Merrill Lynch in New Haven, Connecticut. Shep is an accomplished financial advisor who focuses on customized wealth planning strategies, asset management, and risk mitigation for high-echelon clients. Shep is one of two financial advisors on the 5-member team of Campeau & Stevens Wealth Management Group. 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. Also, Shep was 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 Lynch’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 wealth management and portfolio risk mitigation. In 2017, Shep rejoined Merrill Lynch 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.
University of Virginia
Personalized advice, disciplined investing and ongoing review can make this a reality.
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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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
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage 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 strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy 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.