Tyler Stephenson
I help executives, physicians, business owners, and athletes navigate the financial decisions that come with success: equity compensation and concentrated stock, career and practice transitions, the overlap between business and personal finances, and the challenges of sudden or short-window income.
### My story
I grew up in a single-parent home in rural Tennessee, where I saw firsthand how much the right financial decisions can shape a family's future. That stuck with me through earning my finance degree at the University of Tennessee at Martin and into my career.
I've spent more than seven years in financial services, and along the way I've mentored and trained newer advisors. I also hold the SE-AWMA® designation, which focuses on the financial needs of athletes and entertainers.
### Outside the office
Since moving to the Seacoast, building community here has been a priority. Most weekends, you'll find me hosting friends around the BBQ smoker, walking Cooper, my golden retriever, around Portsmouth, or cheering on the Tennessee Volunteers.
If your finances have grown more complex than your current plan, I'd welcome a conversation.
Every relationship starts with listening. Before we talk strategy, I want to understand how you think about money, risk, and trade-offs, and what matters most to you and your family.
From there, we'll work together to build a plan around your cash flow, investments, and long-term goals. As your career, business, or family changes, we'll revisit that plan so your decisions stay connected instead of being made in isolation. When the next big decision comes up, I'm a phone call away.
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.
