Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Stu is a CERTIFIED FINANCIAL PLANNER™ certificant and holds the Certified Divorce Financial Analyst® and Chartered Retirement Planning CounselorSM℠ designations. Stu joined Merrill Lynch Wealth Management in 2005, and has a combined twenty-nine years of experience in Banking and Financial Services.
Stu obtained a Bachelor’s Degree in Economics from the University of Rochester in 1990. In 1996, he earned a Masters of Business Administration from the Columbia Business School in New York. Stu graduated from Columbia with a Concentration in Corporate Finance and Beta Gamma Sigma recognition. In 2013, he co-founded the New Jersey chapter of the Columbia Business School Alumni Club.
Stu is a proud father of three: Schuyler, Aubrey and Teagan. As the parent of a child with learning differences, Stu volunteered with the Montgomery School District's Special Education PTA in New Jersey and he was honored to receive the Founders Day Award in 2014 in recognition of his efforts on their behalf. Stu has also been a Board Member of Princeton Elks Lodge, Chaired their Special Children's Committee, and was recognized as Officer of the Year in 2015. From March 2015 through April 2018, Stu was President of the Princeton Elks Charitable Trust, a 501(c)(3) that supports children having disabilities, local veterans, youth development and college-bound students. Since September 2019, Stu has served on the Board of Friends of the Children Central Oregon, a 501(c)(3) that provides professional K-12 mentorship to at-risk youth in order to break the cycle of poverty.
In April of 2018, Stu and his wife, Vicky, moved cross-country from the Princeton, NJ area to join their son, Schuyler, in beautiful Bend, Oregon. Stu enjoys travel, hiking, photography and playing bass and guitar.
University of Rochester
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Wealth Management Banking Specialist
Senior Wealth Management Lending Officer
Bank of America, N.A.
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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 you stay on track to 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.
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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 Wealth Management 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.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, 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.