Tyler Stephenson
I help clients turn financial complexity into clarity and confidence.
My role goes beyond advising - I work to de-risk decisions, reduce emotional and financial stress, and create strategies that anticipate future needs. Clients trust me because I take ownership of outcomes and provide guidance that empowers them to act with confidence.
I work with athletes, business owners, families and professionals at all stages, focusing on building financial literacy, peace of mind, and generational impact. My ultimate goal is to remove financial barriers so my clients can live the life they want without stress.
My Why: Growing up during the 2008 Financial Crisis, I saw firsthand how financial uncertainty impacts families. That experience inspired me to pursue a career where I could help others avoid those struggles through education, planning and proactive guidance. Today, I'm proud to work with clients to build financial literacy and create impact that lasts generations.
Outside of work, I am a die-hard University of Tennessee sports fan, love cooking and traveling, and enjoy going on adventures with my Golden Retriever, Cooper.
Wealth management is a dynamic process. As I focus on you today and help you identify your goals for tomorrow, we can strive to work together throughout life's ups, downs, triumphs, and transitions. Helping you pursue your goals starts with getting to know you, your family and developing a plan. My job is to understand what matters most to you. We will work together to create a financial strategy that reflects your investment personality and is built around your life priorities. I will be here to help you make adjustments to your plan if and when necessary over time.
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.
