Stephen Duckett
Welcome! I’m Stephen G. Duckett, a Financial Advisor with more than a decade of experience helping clients move forward with clarity and confidence. For the past eight years, I’ve focused on empowering individuals, families and businesses through personalized financial guidance, and since joining Merrill in May 2024, I’ve been proud to continue that mission with the strength and vision of a leading wealth management firm.
My career includes meaningful roles at Worth Advisors, Wells Fargo Advisors, and UBS Financial Services—experiences that sharpened my strategic approach and reinforced my commitment to thoughtful, goal‑driven planning. I earned my bachelor’s degree from Christian Brothers University after starting my academic journey at Xavier University in Ohio.
Outside of work, my competitive drive comes from playing collegiate basketball at both the Division I and II levels, where I learned discipline, teamwork, and a winning mindset. Today, I channel that same energy into staying active, golfing, powerlifting, exploring new restaurants, and traveling abroad. I’m grateful to call Charlotte home after relocating from Memphis, where my parents and younger sister still live. I’m also a member of St. Gabriel Catholic Church and the proud dog dad to my energetic 8‑year‑old pup, Jax.
Above all, I’m passionate about building strong relationships and helping clients pursue their goals with purpose, motivation, and optimism. I’m inspired by the opportunity to learn your story of success, and I look forward to connecting.
My financial advising philosophy is rooted in putting my clients first and truly understanding what drives their goals, values, and vision for the future. I take a holistic approach that looks beyond individual investments to create personalized, goal‑aligned strategies built for long‑term success. I believe in disciplined, evidence‑based decision‑making, helping clients stay focused on what matters most even when markets shift. I'm committed to clear communication and empowering people through education, so they feel confident, informed, and in control of their financial journey. Above all, I bring a motivated, team‑oriented, winning mindset that will proactively adapt as life evolves. Striving every day to help clients move forward with purpose, clarity, and momentum!
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.
