Profile

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

With over 30 years of experience as a Merrill Financial Advisor, Steve focuses on managing discretionary investment portfolios through the Merrill One™ Platform. Steve is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis.

Steve provides a highly customized service, starting with a Personal Wealth Analysis to determine the needs of each client. Steve works with clients' attorneys and tax advisors to help ensure the best service, and often educates clients' children about investments and wealth management.

Discretionary portfolio management eliminates the need for clients to be involved with day-to-day investment decisions. Instead, Steve reallocates and adjusts portfolio holdings as necessary in response to changes in market conditions. Clients in this program receive monthly statements as well as performance reports detailing performance relative to various benchmarks.

A graduate of Dartmouth College, Steve began his career with Merrill Lynch Wealth Management in 1981. He lives in Potomac, Maryland with his wife, Sari. They have two grown children.