Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Through the investment insights provided through Merrill and banking convenience of Bank of America, Steve and his team can help address the various aspects of clients’ financial lives. Utilizing a tailored wealth management approach—including retirement income planning, estate planning services, concentrated holdings and tax minimization strategies—Steve commits himself to creating customized financial strategies designed to help clients pursue desired outcomes while building, managing, and preserving their wealth for current and future generations.
Community involvement is integral to our practice-in how we interact with clients and communities and how we can make an impact outside of the office as well. Steve currently serves on the board of the Concordville-Chadds Ford Rotary Club as well as an ambassador for the Delaware County Chamber of Commerce. Steve is an active member of the Penn State Alumni Association, a lifetime resident of Pennsylvania, and currently lives in Garnet Valley with his wife and son.
Penn State University
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.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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.
Bank of America, N.A.
Senior Wealth Management Lending Officer
Bank of America, N.A.
Bank of America, N.A.
March 18th, 2021|4:30 PM - 5:30 PM EDT
Please join Derek Harris (Head of Wealth Management Portfolios for BofA Research) and his colleague, Justin Devery for a lively discussion on the current market environment. They will discuss both the risks and the opportunities in the market by leveraging recent reports from Bank of America’s world-class Research department. As a visual aid, they will feature key tables and charts on the screen to help illustrate their talking points. In addition to market commentary, they will also discuss how they are actively managing each of the 6 Research portfolio strategies – Income, Income & Growth, Growth, International, Midcap and Large Cap Defensive. After their discussion, they are happy to take any and all questions.
March 23rd, 2021|4:30 PM - 5:30 PM EDT
In recognition of International Women’s Day, please join us for an insightful and interactive conversation on leadership, determination and resilience with Caroline Johnson.
After spending the last ten years as a Navy F/A-18, Weapons Systems Officer flying in fighter jets, managing programs, and instructing leadership at the US Naval Academy, Caroline shares the leadership lessons she learned in the Navy to educate, empower, and inspire.
Tuesday, March 23, 2021 | 4:30 p.m. – 5:30 p.m. ET
4:30 p.m. Welcome and Introduction: Lindsay Hans (Managing Director, Mid Atlantic Division, Merrill) Fireside Chat with Caroline Johnson and Deborah Shepherd (Managing Director, Short Hills Market Executive, Merrill)
5:15 p.m. Q&A
5:30 p.m. Event Concludes
*Webcast details will be provided to attendees closer to the event date
February 25th, 2021|4:30 PM
Please join us for a discussion with Marcus Allen, CEO of Big Brothers Big Sister Independence, the organization that offers youth mentoring programs to children in Southeastern PA and Southern NJ. It’s the largest one-to-one mentoring program in the Commonwealth and the third largest Big Brothers Big Sisters Agency in the nation.
Mr. Allen is a respected community leader and sought-after speaker for a variety of topics, including Mentoring, Diversity, Equity & Inclusion, Leadership Development, Board Governance, Economic Issues, Educational Excellence and Nonprofit Management. His op-eds have been featured in The Philadelphia Inquirer, and he is a frequent guest on several local and national radio and tv.
February 18th, 2021|4:30 PM - 5:30 PM EDT
Please join the Suburban Philadelphia Market for The Washington Update 2021 with Jeff Bush. Jeff will provide an overview of the political environment, prospective legislation, and strategies for investment and retirement planning. Jeff Bush is known for his unique ability to translate difficult and confusing information coming out of Washington D.C. into winning growth strategies for business owners, executives and high net worth investors. Jeff is a colleague of Andy Friedman and an integral part of The Washington Update, the industry’s nonpartisan experts on all things Washington.
December 17th, 2020|2:00 PM - 2:30 PM
Please join us on Thursday, Dec. 17th at 2:00 pm Eastern for Outlook 2021: A World in Transition. Featuring expert panelists who will discuss the outlook for the U.S. economy, businesses as well as trade and foreign policy. This video will be available on demand following the broadcast.
Please click here to register for the event.
Thursday, December 17th, 2020 | 2:00 p.m. – 2:30 p.m. ET
2:00 p.m. Welcome and Introduction
2:30 p.m. Virtual Discussion Concludes
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.
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Your advisor is a click away within our site or mobile apps
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We believe there is no substitute for having a relationship with a team of Merrill Lynch Wealth Management Advisors committed to your needs, who can leverage the investment insights of Merrill and offer access to the banking convenience of Bank of America to help clients navigate the financial and economic landscapes. Let’s work together to help you pursue 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.
We will work to help you stay on track, regardless of what the markets are doing.
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.