Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Whatever your personal goals may be, I will work with you to develop a customized financial strategy to help you pursue what’s most important to you.
If you are someone who cares deeply about making a positive impact in the world, I would be delighted to speak with you.
Renee Stene focuses on delivering a comprehensive approach to managing wealth. This begins with listening to your needs and helping to ensure every strategy is grounded in understanding what you want to achieve. She provides access to the investment insights of Merrill and is especially passionate about Sustainable and Impact Investing. She is driven by her mission to help clients pursue their goals.
*Impact investing and/or Environmental Social Governance (ESG) investing has certain risks based on the fact that ESG criteria excludes securities of certain issuers for nonfinancial reasons and therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.
Renee is activley involved in the communities she serves. She devotes significant time, energy and resources to help create positive change in her community of Summit. She is enthusiastically involved with The Summit Library Foundation and Rotary International.
University of Nebraska System
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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.
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
We believe there is no substitute for having a relationship with a team of Merrill Lynch Wealth Management Advisors committed to your needs, who can leverage the investment insights of Merrill and offer access to the banking convenience of Bank of America to help clients navigate the financial and economic landscapes. Let’s work together to help you 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.