Steven Bernardy is a Senior Vice President and Senior Financial Advisor who joined Merrill Lynch Wealth Management in 1997. In 1983, Steven graduated with a BA in Economics from UCLA and started his career as a Financial Advisor. Steven helps his clients determine long-term financial goals and implement their wealth management strategies. He helps his clients focus on estate planning issues and works with their advisors in developing their estate plan. Steven has taught investment classes for more than 15 years at local community colleges. He has been involved with a number of charitable organizations including Olive Crest which provides homes and services for Abused Children. He has volunteered there for more than 30 years. He lives in North Tustin with his wife Suzanne. He has 2 children, son Graydon and daughter Lauren. He enjoys playing hockey, tennis, pickleball and golf.
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.
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.
