Steven Pawlowski
Steven Pawlowski has over a decade of experience in financial services industry.
He focuses on working with corporate executives, guiding them through comprehensive, tax minimization strategies, personalized financial planning. He understands that each client’s goals are unique, and he takes pride in aligning investment management strategies with their individual aspirations. Through attentive listening and a deep commitment to understanding what matters most, Steven creates tailored potential solutions that empower clients to achieve their financial objectives.
Steven’s goal is to make a meaningful impact on his clients’ lives by leveraging his experience to build financial strategies that not only meet their current needs but set the foundation for a successful future.
Prior to working in wealth management, Steven previously worked as a taxation accountant, specializing in partnership taxes, as well corporate, and individual taxation. Then, he transitioned to the financial services industry previously working at Morgan Stanley, UBS Financial Services, and at Registered Investment Advisory firms.
While working at Morgan Stanley, Steve primarily focused on delivering quality service to entrepreneurs, athletes, entertainers, corporate executives, and ultra-high net worth professionals.
After Morgan Stanley, he went on to UBS to become a Corporate Stock Plan Benefit Consultant for multiple Fortune 500 companies. He advised ultra-high net worth corporate executives on their restricted stock awards, stock units, performance shares, and their stock options. Steven served as their main point of contact to service any banking needs, in conjunction with comprehensive investment planning, investment implementation, legacy planning, and financial planning.
While working on the RIA side, he worked with ultra-high net worth individuals in the music & entertainment industry, as well as business owners, doctors, lawyers, accountants, and families with multigenerational wealth.
Here at Merrill Steven works with clients on managing concentrated stock positions. Also, he helps clients navigate the challenges of transition events like retirement, receiving an inheritance, the sale of a business, providing access to our Private Bank for clients' trust/estate planning service needs, as well as credit/lending needs for clients. In addition, Steven works with his clients' attorneys, accountants, and other advisors to help coordinate implementing strategies to set his clients up for success.
Steve double majored in Accounting and Finance at Pace University. In his spare time, he enjoys spending time with family and friends. He enjoys sports, traveling, hiking, and being outdoors.
Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
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.
