Jordan Stenger

My approach

Every relationship follows four steps, built around your goals rather than a product 1. Discover. We start with what you want your wealth to accomplish for your business, your retirement, and your family. I gather the full picture, including accounts held elsewhere, before making any recommendation. 2. Orchestrate. I bring your business and personal balance sheet into one plan covering cash flow, investments, risk, and legacy. I coordinate it with your CPA and attorney, so tax and legal decision fit the plan. 3. Implement. Working within Merrill and Bank of America, I put the plan to work across investing, banking, lending and trust. When a decision needs depth, I bring in the right specialist. 4. Stay ahead. Plans change as life does. I track the dates that drive your decisions, such as vesting schedules, election windows, and deal timelines, and reach out before they arrive. The result: you know where you stand and what comes next

Who I serve

I focus on two groups whose wealth is concentrated and complex, and on the families who depend on them. * Business owners preparing for a sale or succession, managing a liquidity event, financing growth, or setting up a company retirement plan. Your business is often your largest asset, and planning for what it becomes starts years before the deal. * Corporate executives navigating equity awards, option expirations, deferred compensation elections, job changes, and the question of when work becomes optional. * Families, including spouses and the next generation, so the plan holds through every transisition.

Capabilities

One advisor, about 20 specialists, and the resources of Merrill and Bank of America **Planning and investing** * Exit, succession, and liquidity\-event planning * Equity and deferred compensation strategy * Retirement income planning * Tax\-aware investing, including direct indexing and tax\-advantaged strategies * Alternative investments and private markets for qualified investors * Estate planning strategies and wealth transfer, coordinated with your attorney * Risk management **Banking and lending thought Bank of America** * Business banking and cash management * Personal and business lending * Trust services I remain your single point of contact and bring in specialist in trust, lending, business banking, insurance, equity compensation, alternative investments as each decision requires. Because advice, custody, banking, lending and trust sit within one firm, recommendations move to action with fewer handoffs, and you can see your accounts in one place.

Investment philosophy

**From allocation to orchestration.** Most portfolios are built around an allocation pick; pick an allocation, rebalance it, and compare it to a benchmark. I build around your household. Every account, entity, and tax treatment is coordinated toward what matters most; long\-term wealth after taxes. * Goals before products. Portfolios are organized around what you need; growth, income, liquidity, and protection. * Measure what you keep. After\-tax results guide decisions, from where assets are held to tax\-loss harvesting where programs allow. * See the whole balance sheet. Your business, concentrated stock, real estate, and cash needs all shape the portfolio * Private markets with discipline. For qualified investors, alternatives can play a role once liquidity, time horizon and suitability are clear. * Technology for the routine, judgement for the decisions. Integrated data and disciplined automation handle the mechanics, and every decision gets a personal review. * Steady through volatility. Discipline matters most when markets test it, and part of my job is helping you stay with the plan.

My values

**Five commitments guide how I work with every client** * Peace of mind: one advisor coordinates the whole picture, so you know where you stand and what comes next. * Connectivity: your business, personal, banking, and investment accounts in one plan, with an advisor you can reach in person, by phone, or in the app. * Exceptional service: I reach out before decisions, not after. * Trustworthiness: transparent reporting, documented recommendations, and an advisor for both. * Specialization: a practice built around exits, succession, and executive compensation, with about 20 specialists to call on.

Personalized planning

**Helping you create a personalized plan** At Merrill, we go beyond the traditional role of an advisor. * Your goals, concerns and attitude about investing are the foundation of your plan. * We actively listen and provide personalized advice — ensuring we understand what matters most to you and your family. * We're committed to creating a personalized plan that evolves with you to help you live well today while preparing for the future.

Team and resources

**Giving you access to our teams and solutions** Your advisor is one part of an experienced team dedicated to helping you achieve your goals. Acting as your single point of contact, your advisor provides personalized strategies and connects you with: * Bank of America specialists, such as mortgage or trust professionals * Timely insights from BofA Global Research1 to help you stay informed and navigate ever\-changing markets * A [full suite](https://www.ml.com/solutions/all.html) of Merrill investing and Bank of America banking solutions ^1^~BofA Global Research is research produced by BofA Securities, Inc. ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker\-dealer, [Member SIPC](http://www.sipc.org/), and wholly owned subsidiary of Bank of America Corporation ("BofA Corp.").~

Recognition