Phillip Stern
Assistant Vice President, Financial Advisor
NMLS #1814721
63 Copps Hill Road
Ridgefield, CT 06877
203.894.7811
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Professional financial management is so much more than just “investing” and “retirement.” It’s the freedom to enjoy an optimal lifestyle at any age, while simultaneously organizing and focusing assets on the future you’ve always dreamed of.
Profile

You’ve worked hard to get where you are today. Now, it’s time to collaborate with a financial advisor who doesn’t take that for granted.

At Merrill Lynch Wealth Management, we start by listening to you. What’s gone well, and what could have gone better. Because the journey to where you are now is crucial to understanding where you ultimately want to be.

Then we help craft a unique, customized wealth management plan for you and your family. Spanning the entire spectrum of finance and banking, this crucial framework can provide the control, flexibility, and experience you need moving forward.

*Banking Services are through Bank of America, N.A.
Isn’t it time to put the combined power of Merrill and Bank of America to work for you? Call today to get started.

About Me
Welcome

At Merrill Lynch Wealth Management, there's no such thing as an average client or standard approach. That's why strong relationships begin with an easy, detailed conversation, identifying and prioritizing what matters to you most.

Most importantly, we help ensure a close match between your personal risk tolerance and investment profile. Often, when reviewing statements from other firms, there's a disparity between a client's stated preferences and actual, real-world allocation. This kind of divergence can lead to frustration and unexpected outcomes, setting clients back in their overall life plan.

Meet Our Professional Staff
Maria K. Schwartz
Wealth Management Client Associate
203.894.7839
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Joseph Falcone
Regional Lending Specialist
Bank of America, N.A.
NMLS #107267
Lauren Cummings
Wealth Management Banking Specialist
Merrill
About Merrill

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.

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Phillip Stern is registered to do business in CA, CO, CT, FL, GA, MA, NC, NJ, NY, SC, VA, WA, WV, WY.