Stephanie Bauer
As a Financial Advisor at Merrill Lynch Wealth Management in Tacoma, I help clients navigate the complexities in wealth by bridging the gap between sophisticated investment management and the personal goals of the families I serve. Whether we are refining your portfolio optimizing for tax efficiency, or securing your retirement- my goal is handle the heavy lifting- giving you the freedom to focus on what matters most and live fully. Originally from California, I now reside across Tacoma Narrows Bridge in Gig Harbor with my husband, daughter, son and Maine Coone cat.
I design bespoke wealth strategies that blend institutional‑grade research with professionally managed portfolios. Through thoughtful wealth stewardship and precision‑engineered portfolio construction—guided by advanced analytics, risk modeling, and long‑horizon market research—each plan is tailored with intention and clarity. My practice centers on helping individuals and families grow, preserve, and transition wealth with purpose, creating a legacy that endures quietly and meaningfully across generations.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
