Clients come first at Merrill. It’s part of our tradition. It’s important to us to really get to know you and what matters most to you. That’s because once we understand your priorities, we focus on helping you pursue the financial goals you’ve set for yourself and your family.
 
Stephen D. Polin, CPWA^®, CRPC^™ is First Vice President, Senior Financial Advisor and Senior Portfolio Advisor with the Wilt Polin Group in Palm Beach, FL. The Wilt Polin Group is a team of financial advisors and registered client associates located in Palm Beach, FL. Together they have over 70 years of combined experience in the financial services industry. Our goal is to simplify the financial lives of our clients. We accomplish this through managing cash flows, building diversified investment portfolios, helping with banking/financing needs, and providing generalized estate and trust planning strategies. We utilize a goals based wealth management process to fully understand our client's objectives, develop personalized recommendations and implement customized strategies for both individual and corporate clients. Stephen also has a special focus on working with clients in the music industry.

Stephen earned his BS in Finance from Florida Atlantic University. He earned his Certified Private Wealth Advisor^® designation by the Investment & Wealth Institute and taught in conjunction with the University of Chicago Booth Business School and his Chartered Retirement Planning Counselor^™ designation from The College for Financial Planning Institutes Corp.

 *A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies.

Stephen was named to the 2023 Forbes "Best-in-State Wealth Management Teams" list as a member of THE WILT POLIN GROUP

*Source: The Forbes “Best-in-State Wealth Management Teams" list, published on January 12, 2023. Rankings based on data as of March 31, 2022.Data provided by SHOOK^® Research, LLC.  Forbes “Best-in-State Wealth Management Teams" ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team's best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client's experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results. SHOOK's research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client's experience. Past performance is not an indication of future results.  Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC
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.