Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Steven has 20 plus years experience in the financial services business. Prior to joining Merrill Lynch Wealth Management, Steven traded equities on wall street for the past 16 years. He started his career in Private Banking with Wells Fargo and Bank of New York where he spent 10 years advising high net worth individuals, businesses and foundations with their complex wealth management needs.
Steven works with senior-level financial industry executives, business owners, retirees and non-profit organizations. His approach to wealth management is consultative, taking the time to thoroughly understand each client's unique situation. He provides transparent strategies to help clients preserve and grow their wealth.
He was born and raised in Garden City and attended Garden City High School. He graduated from Rollins College with a BA in Political Science in 1990. He enjoys golf, skiing and paddle tennis and resides in Garden City with his wife Susan and their two children.
Steven is the president and founder of the Paul R. Eckna Foundation, a youth based organization that supports community projects. He is also the President and founder of the Friends of Garden City Football, a booster organization focused on supporting a program that helps athletes excel on the field, achieve in the classroom, and positively impact the Garden City High School and surrounding community.
Steven holds the Series 7,24,55,63 and 66 FINRA Registrations
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.
Learn about the MyMerrill Mobile App.
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
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
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.