Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
As a Merrill Senior Financial Advisor, Stamen is dedicated to assisting families, individuals and successful business owners in the development and implementation of robust, long-term financial strategies. At the heart of his philosophy is a passion to build enduring relationships with clients through his commitment to provide outstanding service. Working with a team of specialists, Stamen is able to provide assistance in a wide array of financial services including:
• Investment Management
• Retirement Planning
• Education Planning
• Estate & Wealth Transfer
• Life & Long-Term Care Advice and Guidance
By implementing Behavioral Finance with conventional Wealth Management practices, Stamen’s investment approach is built on thoroughly understanding clients` distinctive investment personalities. Gaining insightful knowledge about their life aspirations, priorities and true values enables Stamen to define and implement an investment strategy that best reflects clients’ financial needs and objectives. He works closely with clients on regularly reviewing their investment progress to make sure they stay on the path towards achieving their lifetime goals.
Stamen joined Merrill Lynch Wealth Management upon completion of his Master of Business Administration in Finance from UNLV in 2011. He enjoys spending time with wife and two children. Stamen dedicates his leisure time to Tai-Chi, astronomy, snowboarding and swimming. He has a passion for traveling and exploring new cultures. Stamen has been a Nevada resident since 2003.
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.
English & French
University of Nevada - Las Vegas
Learn about the MyMerrill Mobile App.
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.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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.
complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.