Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Steven has been in the financial services industry for 29 years. He began his career at Goldman, Sachs in the commodities division and has worked in the banking industry from 1988 until 2003. In 2003 he worked as a Senior Portfolio Manager for various hedge funds utilizing a Global Macro approach. He joined Merrill Lynch in March 2017.
Steven always places the clients’ needs first. Steven’s investment philosophy for his clients will always look toward a long-term perspective to customize investment ideas geared toward income and preservation of capital. He does this by utilizing the insights of Merrill Lynch and the banking convenience of Bank of America. Steven takes a 5 step approach when meeting with his clients. His approach is assessing the situation, articulating how we will accomplish that together, refining certain items if need be and then implementing a strategy to give his clients financial confidence. The wealth of experience that Steven can bring to the table is considerable as a result of his extensive work experiences and accomplishments. These are very challenging times ahead and Steven can help his clients navigate these obstacles with precision and professional acumen.
Steven is a graduate of George Washington University with a B.A. in Finance in 1987 and M.B.A. in Finance from G.W. in 1988. He has been married for 24 years to Marni and has a daughter, Kelli, who graduated from Duke University in 2016 and will be going to Medical School in August 2017 at the Leonard M. Miller School of Medicine at the University of Miami and a son, Nolan, who is currently a Division 1 hockey player at Brown University.
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
George Washington University
We along with your tax professional can help you understand how it might affect your investment strategy
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
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 give you peace of mind* that you're on track to help 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.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*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. 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 financial 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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, 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.