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Clients come first at Merrill. It’s part of our tradition. It’s important to us to really get to know you and what matters most to you. That’s because once we understand your priorities, we focus on helping you pursue the financial goals you’ve set for yourself and your family.
Stephen D. Polin, CPWA®, CRPC™ is First Vice President, Senior Financial Advisor and Senior Portfolio Advisor with the Wilt Polin Group in Palm Beach, FL. The Wilt Polin Group is a team of financial advisors and registered client associates located in Palm Beach, FL. Together they have over 70 years of combined experience in the financial services industry. Our goal is to simplify the financial lives of our clients. We accomplish this through managing cash flows, building diversified investment portfolios, helping with banking/financing needs, and providing generalized estate and trust planning strategies. We utilize a goals based wealth management process to fully understand our client's objectives, develop personalized recommendations and implement customized strategies for both individual and corporate clients. Stephen also has a special focus on working with clients in the music industry.
Stephen earned his BS in Finance from Florida Atlantic University. He earned his Certified Private Wealth Advisor® designation by the Investment & Wealth Institute and taught in conjunction with the University of Chicago Booth Business School and his Chartered Retirement Planning Counselor™ designation from The College for Financial Planning Institutes Corp.
*A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies.
Stephen was named to the 2023 Forbes "Best-in-State Wealth Management Teams" list as a member of THE WILT POLIN GROUP
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.
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.
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.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #118960
Structured Credit Executive
Bank of America, N.A.
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Merrill
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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.
The Power of the Right Advisor®
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