Steven D'Alise
Senior Vice President, Senior Financial Advisor
NMLS #560246
2021 Spring Road
Oak Brook, IL 60523
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Whether developing a strong retirement plan for your company or finding investment strategies for your personal wealth management, we provide a personalized approach to helping you meet your goals.

Steve has 30 years of experience in the investment industry, beginning his career in venture capital in the mid 90’s specifically raising money for a startup firm that dealt with the manufacturing of dental implants. Steve joined Morgan Stanley in 2001 where he managed private/institutional assets for the firm. In 2007 Steve joined Merrill and focuses on providing advice and guidance to small business owners, bankers, and industry leading professionals with an emphasis on wealth management, retirement planning, and institutional services. Steve graduated from Boston College and lives in River Forest with his two children.

About Me

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.

Meet Our Professional Staff
Jack William Whitley
Wealth Management Client Associate
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Nicholas C Ostrander
Senior Wealth Management Lending Officer
NMLS #544099
Nicholas A. Beilfuss
Wealth Strategies Advisor
Tami Smith
Wealth Management Banking Specialist
About Merrill

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.

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Steven D'Alise is registered to do business in AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, MA, MD, MI, MO, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, WA, WI.