Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
As a Merrill Lynch Senior Financial Advisor, Steven helps high net worth individuals, their families, and their businesses, by providing wealth management solutions aligned with risk tolerance, investment objectives, liquidity needs and time horizon.
Steven’s approach to wealth management is service-oriented, striving to stay in close contact with each client on a regular basis in order to build strong, long term client relationships. He accomplishes this first, by taking the time to listen and review each aspect of a client’s unique financial situation, including investment preferences and goals. Secondly, he offers recommendations for asset allocation that are designed to reflect clients' goals. And lastly, he continues to review and monitor the individual client’s personal situation, to incorporate discussions covering a wide range of financial opportunities including: investment, retirement, insurance and estate planning issues.|As a Merrill Lynch client, you can benefit from an individualized portfolio designed for your goals, lifestyle, performance and risk tolerance expectations. Steven works in tandem with your other trusted advisors, including tax and legal advisors, to help integrate strategies which may have the best possible chance of accomplishing your financial goals. Steven focuses on both short term and long term financial needs through a strategic and disciplined investment process founded upon investment principals of diversification, rebalancing, and tactical investment themes.
Steven partners with the Private Banking and Investment Group within Merrill Lynch, to accommodate wealth management strategies in excess of 5 million.
Steven Goethel follows a disciplined process that begins with first taking the time to fully understand each client's particular needs, concerns and priorities. Passionate about delivering excellent service, Steven holds the Certified Private Wealth Advisor® designation.
Steven graduated Cum Laude with a Bachelor of Business Administration from the Coggin College of Business, AACSB accredited at The University of North Florida. Steven holds the series 7, series 66, and series 31 FINRA registrations along with the 215 license for Life, Health, and Variable annuities. Steven is a specially qualified Senior Portfolio Advisor who, in addition to providing traditional advice and guidance, can draw from his experience to help clients pursue their objectives by building and managing custom investment strategies, selecting from a wide range of Merrill Lynch model portfolios and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Senior Portfolio Advisor may manage those strategies on a discretionary basis. He has been with Merrill Lynch since 2010 and enjoys giving back to his community by actively participating in many local clubs and community events. He resides in Tequesta, FL.
To learn more about how Merrill Lynch is helping to meet the financial needs of families of children with disabilities, visit the section of TotalMerrill.com
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Martin County High School
University Of North Florida
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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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*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.