Stephen is a Merrill Financial Advisor in Tampa, Florida. He was raised in Tampa, attended Jesuit High School, and graduated from the Florida State University.
Stephen joined Merrill immediately upon college graduation. His career began on the Merrill Trade Desk in Jacksonville, Florida. He has since advanced to his current role as a Merrill Financial Advisor to provide guidance and services to those seeking an improvement in their wealth management strategies. The investment insights of Merrill combined with the banking convenience of Bank of America allows him to assist high net-worth individuals, families, and businesses with simplifying and maximizing their financial lives.
Please connect if:
- Your current financial professionals are nearing retirement without a proper professional succession plan and you're interested in finding a sustainable team for the next several decades to come.
- You are retired, or are nearing retirement, and are seeking a retirement strategy or retirement planning services.
- You are a business owner and find yourself in a position where you need financial advice and guidance for either your company, or your personal finances.
- You would like to be connected to anyone in my network.
- You are advancing in your career and would like to adopt the practices and habits that can promote your long-term financial security.
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.
