Stephen Smoragiewicz

Merrill Lynch Wealth Management
51 John F Kennedy Pkwy
Floor 03
Short Hills, NJ 07078
(973) 912.3079
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As a passionate and dedicated Financial Advisor I believe in putting the client and their goals, not the market, at the center of their portfolio.
Stephen Smoragiewicz
Profile

Steve is a Financial Advisor with Merrill Lynch Wealth Management in their Short Hills, NJ office. Drawing on his 20 years of capital markets experience allows him to provide high net worth individuals and families with advisory guidance and investment management strategies that are necessary due to the complexities of significant wealth. His clients are geographically diverse and include finance professionals, business owners, entrepreneurs, C-suite executives, and those experiencing a life transition. He believes in a proactive approach to working with a client's portfolio and, to borrow a phrase from the great Wayne Gretzky, "skating to where the puck is going not where it has been".

Using the extensive investment resources of Merrill and banking capabilities Bank of America, Steve and his team develop strategies to help their clients meet their short term needs while supporting their vision for long term aspirations. Steve and his team work with individuals and families who have achieved considerable success, helping them become informed stewards of their financial lives and legacies. He takes pride in the reputation he has built based on hard work, integrity, and responsiveness. 

Over the course of 20 years Steve acquired extensive Wall Street experience working at Morgan Stanley and BNP Paribas before embracing wealth management. He leverages his deep rooted understanding of institutional capital markets to create a differentiated wealth management experience for his clients. 

Steve is a graduate of Providence College where he received his B.S. in Business Management. He is active in several community organizations, including the Summit Lacrosse Club and The Benevolent and Protective Order of Elks Lodge 1246. A native of Massachusetts, Steve resides in Summit, NJ with his wife Amy and their three children.

About Me
Welcome

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.

Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Natalie De La Calle
Alternative Investments Regional Specialist
Bank of America, N.A.
Tricia Kropp
Wealth Strategies Advisor
Bank of America, N.A.
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
About Merrill

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.

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Stephen Smoragiewicz is registered to do business in AL, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, LA, MA, MD, ME, MN, NC, NH, NJ, NY, OH, PA, RI, SC, TX, VA, VT.