Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
The STN Group & Associates
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Merrill Lynch
Wealth Management
Whatever your personal goals may be, we will work with you to develop a personalized financial approach designed to help you pursue what’s most important to you.
The STN Group & Associates
Welcome
The STN Group & Associates provides white-glove, concierge-level wealth management services to high net-worth individuals and families throughout the United States. A relationship with us allows clients to simplify the complexities of their financial lives through a tailored approach unique to them. Clients receive access to a skilled advisory team who functions as their financial advisor and can also provide access to a private banker.
Working with the STN Group & Associates begins with a conversation about your goals, priorities, and financial situation. While we understand the latest trends, risks and potential opportunities, the most important consideration is always understanding you and your priorities. Each member of our team is committed to helping you pursue your most meaningful goals, and we measure success against those objectives-- not the market.
Let us assist you in navigating market volatility, tax minimization strategies, portfolio diversification, lending strategies, next generation planning and asset allocation. Together, we develop a disciplined financial strategy and can make the task of planning for the future an exciting journey.
With leading advisors at the helm, our team is completely focused on providing a high level of client service, striving to exceed expectations, and creating a culture of collaboration and transparency that results in lasting relationships that extend to the next generation.
Discover what concierge-level financial service can do for you and your loved ones.
*Banking and Lending Services are through Bank of America, N.A.
Our Group's Philosophy
Our most important consideration is understanding you and your objectives. Your personal goals and priorities should be at the center of all your financial decisions and form the foundation of your wealth management strategy. Our skilled and attentive team members understand the latest market trends, risks, potential opportunities, and the strategies to navigate them.
At the STN Group & Associates, we believe that significant wealth requires tailored goals-based financial strategies that will see clients through today, tomorrow, and the long-term future. Managing wealth, deploying tax minimization strategies, legacy planning, and building diversified portfolios is complex. Your dedicated wealth management team simplifies those complexities by guiding a transparent process designed to help manage volatility and risk while maintaining a steady focus on long term wealth accumulation and preservation. Fueled by the resources and insights of a global wealth management institution and the convenient access to one of America’s leading banks (Bank of America), we work together to develop the financial strategies that can help you pursue your most meaningful goals.
When you choose to work with the STN Group & Associates, it is an investment in your financial future. We understand the importance of that decision and we look forward to the opportunity to serve you.
Approach
Working with us means working with advisors truly dedicated to your success. Our approach is simple, transparent and supported by thoughtful investment guidance.
We believe clients realize the full value of our relationship, including:
- helping you make significant decisions
- recognizing your life priorities and goals
- understanding your investment personality
- helping you prioritize and pursue goals
- being transparent by making possibilities, fees and risks clear
- taking steps to help you preserve income during a life challenge
- educating the younger generation about investments and the markets
Your approach to investing
Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.
Understanding your goals and priorities
Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.
Capabilities
Our years of experience through multiple market fluctuations have helped us understand that we can help you pursue your goals by being consistent in our approach. We’ll work with you to build a personalized investment approach that helps you pursue your goals – no matter the financial environment. We’ll take into account your objectives, time horizon and liquidity needs and, perhaps most important, your sensitivity to risk and investment personality.
Focus On Individuals, Families and Small Businesses
We believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, We start by getting to know you and how you feel about the following seven life priorities.
- Health: Managing healthcare expenses, now and in the future
- Home: Upsizing, downsizing, remodeling or buying a vacation home
- Family: Taking care of your family and other people in your life
- Leisure: Spending your free time in meaningful ways
- Giving: Volunteering, mentoring others and giving to charities
- Work: Working in retirement, selling or starting a business
- Finance: Bringing it all together and defining your financial goals
This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.
Our Online Approach
Enjoy convenient, secure account access with MyMerrill®
We’re here to help you pursue your goals — and to make your busy life a little easier. With MyMerrill, you can access your investment accounts whenever and wherever you want.
Here are some links to help you understand how it works.
- MyMerrill Online
- Sending & Receiving Secure Messages
- Sign Documents from your Computer
- Paperless Delivery of Statements & Documents
- My Financial Picture
- Authorize Read Only Access to a Third Party
- MyMerrill Security Features
- MyMerrill Mobile App
- Deposit Checks from your Smartphone
- Sign Documents from your Smartphone
- Scan Documents using your Smartphone
- Mobile App Face/Touch ID
To gain access or to learn more, please contact our team's Wealth Management Client Associate, Jordan Staveley, at jordan.g.staveley@ml.com or 505.884.9867!
Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.
Recognition
Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
Michael A Stevens
Forbes “Best-in-State Wealth Management Teams” 2023
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*
Barron's "Top 1,200 Financial Advisors: State-by-State" 2018 - 2023
Published annually in February - March. Rankings based on data as of September 30 of the prior year.
Forbes "Best-in-State Wealth Advisors" 2018 - 2023
Published annually Jan- April. Rankings based on data as of June 30 of prior year.
Kathryn Thompson
Barron's "Top 1,200 Financial Advisors: State-by-State" 2022 - 2023
Published annually in February - March. Rankings based on data as of September 30 of the prior year.
Forbes "Best-in-State Wealth Advisors" 2018 - 2023
Published annually Jan- April. Rankings based on data as of June 30 of prior year.
Working Mother/SHOOK Research's "Top Wealth Advisor Moms" 2018 - 2021
Published annually Sept - Oct. Rankings based on data as of Mar 31 of current year.
Forbes “Best-in-State Wealth Management Teams” 2023
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*
Vasilios Ninopoulos
Forbes "Best-in-State Next-Generation Wealth Advisors" 2022 - 2023
Published annually Aug - Sept. Rankings based on data as of March 31 of current year.
Forbes “Best-in-State Wealth Management Teams” 2023
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*
Forbes "Best-in-State Wealth Advisors" 2023
Published on April 4, 2023. Rankings based on data as of June 30, 2022.
James (Jamie) E. Fletcher
Forbes "Best-in-State Wealth Advisors" 2018 - 2022
Published annually Jan- April. Rankings based on data as of June 30 of prior year.
Meet the Team
Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
Additional Resources
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.
Haylee Waller
Wealth Management Banking Specialist
Merrill
Joe L. Pierce
Credit Consultant
Bank of America, N.A.
NMLS #1054311
Create a plan that is all about you.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Staying on Track
We understand that both your life and the financial markets can change over time. By 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.
Reviews to help you
stay on track
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.
Changes in your life
and to your goals
Your life and goals change. As these changes occur, we can update your approach to reflect them.
#DigitalMerrill
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
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
Let’s Have a Conversation
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we 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.
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Why Merrill?
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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
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No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right AdvisorTM
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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