Stephanie Bauer
My name is Stephanie Bauer, and I’m a Financial Advisor at Merrill Lynch Wealth Management in Tacoma. Originally from California and now rooted in the Pacific Northwest, I provide disciplined investment management and tailored financial strategies designed to evolve with life and market dynamics. With strategies spanning retirement, tax efficiency, portfolio design, and legacy planning, I provide guidance and long-term relationships-- so clients can focus on what matters most to them and enjoy the freedom to live fully.
We live in a world that's constantly changing. Markets can fluctuate frequently. Potential investment opportunities can arise daily. Regulations are enacted or amended. That's why understanding you and your situation is the best place to start helping you plan your financial future: where you are today, where you want to be tomorrow, and what you want to accomplish along the way. By understanding you and your priorities, I can more effectively provide you with the experience and resources needed to help you build a personalized plan that is rooted in the unique complexities of your life including:
• The retirement lifestyle you envision
• Strategies designed for preserving and growing wealth
• Establishment of your legacy through family foundations and philanthropy
• Tax-minimization strategies
• Potential strategies for managing concentrated equity holdings
• Access to the banking and lending solutions of Bank of America
• Potential risk management strategies
• Trust and estate planning services
• Preparing for the cost of the best education possible for your children and grandchildren
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.
