Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Steve has been a part of the financial services industry since 1994 and joined Merrill in 1999.He focuses on clients’ goals and concerns, offering the goals-based wealth management process, global resources and up-to-the-moment Web technology that complement his ability to help clients pursue the financial lifestyle that is most meaningful to them.
Steve is a problem solver who works to simplify high-net worth clients’ financial lives. He assists clients, their families and businesses in understanding the range of priorities and strategies-including estate planning services, investments, tax minimization strategies, wealth transfer and retirement income-that may be customized to suit their personal circumstances and their own unique feelings and attitudes. He is also a firm believer in paying close attention to both sides of a client’s balance sheet, which is why he offers access to a Wealth Management Lending Officer from Bank of America, N.A., who can draw upon an expansive array of lending solutions designed to fit into your overall financial strategy and help you pursue your financial objectives. He works hard to gain clients’ trust and is committed to helping optimize their resources so they can make the most of what they have.
Steve is a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He is also a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis. Steve can build and manage customized investment strategies and implement proprietary model portfolios and tailor investment strategies to your unique needs and goals. As a Wealth Management Advisor and a member of a team based Wealth Management Group, I offer financial advice for high net worth individuals, business owners and charities. My goal is to thoroughly understand clients’ financial priorities so that I may earn their trust. I do this by listening to clients to fully understand their current situation and future objectives, as well as potential concerns. I then create customized investment strategies designed to help them achieve their financial and life goals. I pride myself on following a disciplined wealth management process built on time-tested investment principals while allowing the flexibility to adapt to a rapidly changing economic climate. My service-focused approach combined with our financial strategies enables clients to concentrate on their priorities at each stage of their lives.
Named to Forbes "Best-in-State Wealth Advisors" list in 2019* and 2020**
Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
The Wealth Management Lending Officer does not offer investment advice, nor make recommendations on investment products.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
*Source: Forbes "Best-in-State Wealth Advisors" list, February 2019. For more information about the selection criteria, visit: http://details-he.re/xR7HbE. Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative nor indicative of any one client's experience, future performance, or investment outcome and such rankings should not be construed as an endorsement of the advisor.
**Source: The Forbes "Best-in-State Wealth Advisors" list, January 16, 2020. For more information about the selection criteria, go to http://details-he.re/cQUujC. Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative or indicative of any one client's experience, future performance, or investment outcome, and such rankings should not be construed as an endorsement of the advisor.
Forbes "Best-in-State Wealth Advisors" list in 2019
Forbes "Best-in-State Wealth Advisors" list in 2020
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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.