Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Our goal is to thoroughly understand our clients’ financial priorities so that we may earn their trust. We fulfill services for our clients focused in Personal Banking, Investment Management, Personal Lending, M&A Advisory, and/or Wealth Structuring. We do this by listening to our clients to fully understand their current situation and future objectives, as well as potential concerns. We then create customized investment strategies designed to help them achieve their financial and life goals. We pride ourselves on following a disciplined Personal Wealth Analysis process built on time-tested investment principles while allowing the flexibility to adapt to a rapidly changing economic climate. Our service-focused approach combined with our process enables our clients to concentrate on their priorities at each stage of their lives.
Banking and Lending are provided through Bank of America, N.A.
Through the investment insights provided through Merrill and banking convenience of Bank of America, Steve and his team can help address the various aspects of clients’ financial lives. Utilizing a tailored wealth management approach—including retirement income planning, estate planning services, concentrated holdings and tax minimization strategies—Steve commits himself to creating customized financial strategies designed to help clients pursue desired outcomes while building, managing, and preserving their wealth for current and future generations.
Community involvement is integral to our practice-in how we interact with clients and communities and how we can make an impact outside of the office as well. Steve currently serves on the board of the Great Valley Ford Rotary Club as well as an ambassador for the Delaware County Chamber of Commerce. Steve is an active member of the Penn State Alumni Association and lives in Talleyville with his wife, sons, and daughter.
Penn 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.
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.
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #535296
Wealth Strategies Advisor
Bank of America, N.A.
Wealth Management Banking Specialist
Merrill
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.
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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
Transcript of Video
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®
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
You are now leaving Bank of America Merrill Lynch.
By clicking Continue, you will be taken to a website that is not affiliated with Bank of America Merrill Lynch and may offer a different privacy policy and level of security. Bank of America Merrill Lynch is not responsible for and does not endorse, guarantee or monitor content, availability, viewpoints, products or services that are offered or expressed on other websites.
You can click the Cancel button now to return to the previous page.