Stan Sargent is a Vice President, Resident Director and Financial Advisor with 42 years experience in the financial services industry including 33 at Merrill Lynch Wealth Management. A 1980 graduate of the University of Florida Business School, married with two children Stan helps clients develop the proper strategies to manage their financial futures. Stan has also earned the Chartered Financial Consultant® designation from The American College.
In addition Stan is a member of the Merrill Families of Children With Disabilities Program. A program providing a unique perspective and approach to integrating strategies for families with special needs children.
Successful wealth management is built on a long-term financial strategy. It's much more than picking today's hot stock or trying to time the market. It's looking at your entire financial life, from investments to insurance and home financing1.
In initial conversations the focus will shift from short-term decisions to long-range strategies. And you'll begin Merrill's disciplined wealth management process of establishing objectives, setting strategy, implementing the advice and then actively reviewing your progress.
This commitment is the difference between a truly personal relationship and one off the shelf as well as getting powerful advice instead of mere information. Working towards a goal is more important than just having one.
1Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.Stanley Sargent NMLS ID 522276
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 Nathaniel"s Hope . Let us show you how our professionalism and dedicated client service could benefit you and your family. Contact us at your earliest convenience.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
