Stephanie Malewski

Stephanie Malewski has been in the financial services industry since 1992 and joined Merrill Lynch Wealth Management in 2013. With more than 25 years of experience, she focuses on helping individuals, families, and businesses develop tailored strategies to pursue their short- and long-term financial goals. By taking the time to understand each client’s unique circumstances and aspirations, Stephanie provides thoughtful investment guidance and personalized financial solutions.

Stephanie began her career as a business manager and analyst, building a strong foundation in financial analysis and strategic planning. She is deeply committed to putting clients first, providing exceptional service, and fostering enduring relationships based on trust and collaboration. Her approach centers on helping clients make informed decisions that align with their values and objectives.

Driven by personal experience, Stephanie is a passionate advocate for individuals with special needs. She actively supports community initiatives focused on inclusion, environmental sustainability, and the arts—areas that reflect her core values. Stephanie serves as both a participant and board member for several community organizations, finding great fulfillment in helping others navigate financial complexities and life transitions.

A lifelong supporter of the visual and performing arts, Stephanie also values creativity and expression, which she believes foster connection and resilience. She naturally gravitates toward individuals and organizations that share these passions.

Stephanie holds the CERTIFIED FINANCIAL PLANNER®, CFP® certification and maintains Series 7 and Series 66 FINRA registrations. She is licensed in New Jersey and Florida for Life and Health Insurance. She is a graduate of Fordham University, where she earned her Bachelor’s degree in Psychology, Magna Cum Laude with Honors, and also attended the Hartt School of Music.