Steven Colamarino is a principal partner in the Royal Palm Wealth Management Group. He is a Senior Vice President, Wealth Management Advisor and a qualified Portfolio Manager at Merrill Lynch Wealth Management. Steve holds Certified Private Wealth Advisor® certification, administered by the Investments & Wealth Institute. In addition, he obtained the Chartered Retirement Plans Specialist™ designation. Steve holds Series 7 and 66 FINRA registrations as well Life, Health and Variable Annuities insurance licenses. Prior to joining Merrill Lynch Wealth Management in 2015, Steve was a Financial Advisor at UBS Financial Services Inc. He initially began his career in 2007 with the Private Banking Division of Credit Suisse Securities (USA) LLC.
As a Wealth Management Advisor, Steve assists clients by helping to manage their wealth to pursue their individual needs. His focus is on helping clients develop potential solutions and providing investment guidance for individuals, their families and their businesses by understanding their short- and long-term financial objectives to create customized strategies. It is often important for Steve to work with clients' attorneys, accountants and other advisors to help coordinate their financial and legacy approach. Steven also has experience with corporate benefit programs, including equity compensation, defined benefit, defined contribution and nonqualified deferred compensation plans.
Steven is actively involved with two local charitable organizations. He and his wife are the proud parents of two children, and currently reside in West Palm Beach.
*A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies.
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.
