Stephen is a Senior Vice President, Wealth Management Advisor and holds the Chartered Retirement Planning Counselor℠ and Retirement Accredited Financial Advisor designations. Stephen focuses on developing and maintaining strong client-advisor relationships through efficient communication and by providing his clients with access to the best financial resources available in the marketplace. From implementing tax-efficient strategies to retirement 401k rollovers, he works with clients to develop a plan that is designed to grow and preserve wealth. By customizing a wealth management plan, his priority is to maximize the potential for you to achieve your financial goals. He focuses on developing client relationships by understanding and solving unique family, business and financial situations. Stephen has been with Merrill Lynch Wealth Management since January 1997.

*You have choices about what to do with your 401(k) or other type of plan-sponsored accounts. Depending on your financial circumstances, needs, and goals, you may choose to roll over to an IRA or convert to a Roth IRA, roll over a 401(k) from a prior employer to a 401(k) at your new employer, take a distribution, or leave the account where it is. Each choice may offer different investments and services, fees and expenses, withdrawal options, required minimum distributions, tax treatment (particularly with reference to employer stock), and provide different protection from creditors and legal judgments. These are complex choices and should be considered with care. For more information, please contact your Merrill Financial Advisor.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.