Stephen F. Sheffield Jr. began his career at Bank of America in 2005. He joined Merrill Lynch Wealth Management in 2010. Prior to joining Merrill, Stephen was a Mortgage Loan Officer and Client Relationship Manager with Bank of America Global Wealth and Investment Management.
Stephen holds a Bachelor of Arts Degree from the University of Southern California, and a Masters in Business Administration from Pepperdine University. He is a CERTIFIED FINANCIAL PLANNER™ certificant and holds the Chartered Retirement Planning CounselorTM Designation from the College for Financial Planning Institutes Corp.
Stephen loves the outdoors. He enjoys cycling, paddle-boarding, hiking, and camping. He and his wife Sara live in South Orange County, with their sons Jacob and Tyler and their daughter Kristina.
To learn more about Stephen Jr.'s team, The Sheffield Group, please follow the link: The Sheffield Group
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
