Stephanie Malewski has been in the financial services industry since 1992 and joined Merrill Lynch Wealth Management in 2013. Her focus is on helping clients develop potential solutions and providing investment guidance for individuals, their families and their businesses by understanding their short- and long-term financial objectives. She is a graduate of Fordham University with a bachelor's degree in Psychology, Magna Cum Laude with honors. She is active in the community, supporting the environment, persons with special needs, and the arts. Community involvement is an integral part of how she interacts with clients and communities.
Stephanie started her professional career in financial services 25+ years ago as a business manager and analyst. She is committed to putting clients first and providing outstanding service to help plan for their futures. At the heart of her philosophy is a passion to build enduring relationships with individuals, families, businesses and non-profit organizations. She works collaboratively with clients to reach the heart of what each individual or organization values in order to make informed decisions in line with their objectives.
Driven by personal experience, she is passionate about advocacy for persons with special needs and reaching out to help people live the life they envision for themselves. She feels strongly about giving back to the community, caring for the environment and actively volunteers with community organizations in these areas as a board member and/or participant. She finds it gratifying and exciting to help navigate the many facets, financial requirements and changes within their careers or their organization. She maintains a lifelong love of the visual and performing arts, as well as the written word. Inherently, she gravitates toward individuals and organizations who share these passions.
Stephanie Malewski attended the Hartt School of Music, and is a graduate of Fordham University, Magna Cum Laude with Honors in Psychology. She holds Series 7 and Series 66 FINRA registrations, and is licensed in NJ and FL for Life and Health Insurance. She has earned the CFP® marks as a CERTIFIED FINANCIAL PLANNER™ professional.
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.
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.
