Stephen Marius Schug, Financial Advisor, began his financial services career in 2019. As a Financial Advisor Stephen can assist you by helping you build a wealth management strategy to address your individual needs. Stephen focuses on delivering a comprehensive approach to managing wealth, beginning by listening and helping you make informed decisions as you develop your strategy.
Community involvement is an integral part of how we interact with clients and communities. We are enthusiastically involved with volunteering and fundraising for organizations such as Sonoma Valley Vintners and Growers. Let us show you how our professionalism and dedicated client service could benefit you and your family. Contact us at your earliest convenience.
As a Merrill advisor, I offer advice and guidance based on you and your family's goals and priorities. We put you at the center of our focus -- not the markets -- so you can better understand the pros and cons of every decision you make. As your needs or market conditions change, I can work together with you to adjust your plan as needed.
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.
