Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
As a Merrill Lynch 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 Bank of America Merrill Lynch 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
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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 NMLS # 652629
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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Your advisor is a click away within our site or mobile apps
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage 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 strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy 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.