Stephen Kwederis

Stephen has been a part of the financial services industry since 2006 and joined Merrill Lynch Wealth Management in 2011. His focus is on developing strategies for high-net-worth individuals, their families and their businesses to help them pursue their short- and long-term financial goals.

Stephen is a CERTIFIED FINANCIAL PLANNER® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Stephen’s approach to wealth management is consultative, and he is committed to excellence. First, he takes the time to listen to and review client financial situations, preferences and goals. Second, he offers recommendations for asset allocations designed to accurately reflect each client’s income and growth goals. And third, he follows up with discussions covering a wide range of opportunities, including investments, retirement, estate planning services and philanthropy.

Stephen is a graduate of Regis University summa cum laude, with a B.S. degree in Finance. He is a member of the Investments & Wealth Institute® (The Institute) . He, and his two children live in Greenwood Village, Colorado. Stephen is an avid tennis and hockey player and spends most of his free time with his children and their varied activities. Steve can be reached at 303-689-8053 or Stephen.Kwederis@ml.com.

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.
*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.