Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
We can help you develop a wealth management approach designed to help your assets last through your lifetime and to pursue your desired retirement lifestyle.
Stephen is a Merrill Financial Advisor in Tampa, Florida. He was raised in Tampa, attended Jesuit High School, and graduated from the Florida State University.
Stephen joined Merrill immediately upon college graduation. His career began on the Merrill Trade Desk in Jacksonville, Florida. He has since advanced to his current role as a Merrill Financial Advisor to provide guidance and services to those seeking an improvement in their wealth management strategies. The investment insights of Merrill combined with the banking convenience of Bank of America allows him to assist high net-worth individuals, families, and businesses with simplifying and maximizing their financial lives.
Please connect if:
- Your current financial professionals are nearing retirement without a proper professional succession plan and you're interested in finding a sustainable team for the next several decades to come.
- You are retired, or are nearing retirement, and are seeking a retirement strategy or retirement planning services.
- You are a business owner and find yourself in a position where you need financial advice and guidance for either your company, or your personal finances.
- You would like to be connected to anyone in my network.
- You are advancing in your career and would like to adopt the practices and habits that can promote your long-term financial security.
Florida State University
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.
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 Banking Specialist
Bank of America, N.A.
Senior Wealth Management Lending Officer
Bank of America, N.A.
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
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
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.