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
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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
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
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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.