Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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
Learn about the MyMerrill Mobile App.
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.
September 15th, 2020|2:00 PM - 3:00 PM EDT
You’re invited: The Washington Update with Jeff Bush - Tuesday, September 15, 2020 - 2:00 p.m. to 3:00 p.m.
Please join the Suburban Philadelphia Market for The Washington Update 2020 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.
Pre-registration: Please click here to pre-register for the event.
Your Financial Advisor will provide you with details to access the meeting virtually. You will also need to pre-register for a pin # to join the call
September 15th, 2020|5:00 PM - 5:45 PM EDT
Bank of America presents a special preview of the 120th U.S. Open Championship, just the second golf major to be played in the 2020 season.
Golf Channel host, Cara Robinson Banks, will be joined by two-time U.S. Open champion, Curtis Strange, to discuss top storylines headed into championship play and insights from the booth and course.
Register here by Monday, September 14th.
Virtual program timing
5 –5:45 p.m. ET // 2 –2:45 p.m. PT
•Guests will have the opportunity to pre-submit questions for talent within the registration link
•Please click the ‘Add to Calendar’ button once registration is complete to obtain and save the program link
September 24th, 2020|4:30 PM - 5:30 PM EDT
As the United States and the world grapple with the devastating impact of the COVID-19 pandemic, America’s “historian-in-chief” Doris Kearns Goodwin reflects upon our shared past to put into context this defining moment in our nation’s history: A crisis so daunting, so deadly and economically damaging that it has completely upended our everyday lives. History provides lessons. History provides solace. History provides hope.
Thursday, September 24, 2020 | 4:30 p.m. – 5:30 p.m. ET
*Please RSVP by September 18, 2020 with this link.
Webcast details will be provided to attendees closer to the event date.
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
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.
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.