The STN Group & Associates

Merrill Lynch Wealth Management
123 East Marcy St
Santa Fe, NM 87501
(505) 884-9857
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Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
The STN Group & Associates
Merrill Lynch Wealth Management

The STN Group was founded with the mission "to use all of our talents and resources to make clients' lives more successful by providing an enjoyable and superior experience in defining and exceeding their financial goals." Every member of our entire team shares a common goal: to help clients pursue meaningful goals, such as planning for and funding their children’s educations, helping to ensure that their money lasts in retirement, planning for their potential health care costs and managing the transfer of wealth to the younger generation. Everything we do takes into account the clients’ personal perspectives and priorities.

We aim to help bring simplicity and transparency to the complexities of finance; making the intimidating task of planning for the future an exciting journey of managing and helping you reach your goals.

We measure success against your goals, not the market. We understand the latest trends, risks and potential opportunities, but when it comes to managing your wealth, the most important thing is understanding you and your priorities. It starts with a conversation, building a foundation that helps us get to know you — your unique goals, priorities and financial situation — followed by a disciplined financial strategy, offering access to the investment insights of Merrill and the banking convenience of Bank of America. As your life and the markets change, we will meet to track progress and adjust strategy, as needed.

Michael Stevens
Managing Director, Wealth Management Advisor
Barron's "America's Top 1200 Financial Advisors State-by-State", 2010-2024
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Forbes "America's Top State-by-State Advisors", 2018
(Published on February 15, 2018. Rankings based on data as of June 30, 2017.)
Show more recognition
The STN Group & Associates
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Our Philosophy

Our most important consideration is understanding you and your objectives. Your personal goals and priorities should be at the center of all your financial decisions and form the foundation of your wealth management strategy. Our skilled and attentive team members understand the latest market trends, risks, potential opportunities, and the strategies to navigate them.

At the STN Group & Associates, we believe that significant wealth requires tailored goals-based financial strategies that will see clients through today, tomorrow, and the long-term future. Managing wealth, deploying tax minimization strategies, legacy planning, and building diversified portfolios is complex. Your dedicated wealth management team simplifies those complexities by guiding a transparent process designed to help manage volatility and risk while maintaining a steady focus on long term wealth accumulation and preservation. Fueled by the resources and insights of a global wealth management institution and the convenient access to one of America's leading banks (Bank of America), we work together to develop the financial strategies that can help you pursue your most meaningful goals.

When you choose to work with the STN Group & Associates, it is an investment in your financial future. We understand the importance of that decision and we look forward to the opportunity to serve you.

Meet Our Team
Michael Stevens,


Managing Director, Wealth Management Advisor
Kathryn Thompson,


Managing Director, Wealth Management Advisor
Vasilios Ninopoulos,


Senior Vice President, Wealth Management Advisor
Ryan Deutsch,


Financial Advisor
James (Jamie) E. Fletcher,


Senior Vice President, Senior Consultant
Carson Roland,


Assistant Vice President, Investment Management Specialist
Michael A Kozemchak,


Relationship Manager
Frank Borja Headshot Image
Frank Borja
Financial Advisor
Jeannette H Smith
Officer, Registered Wealth Management Client Associate
Meggan S Gentile
Registered Senior Wealth Management Client Associate
Jordan Gary Staveley,


Officer, Registered Wealth Management Client Associate
Angela Cordova
Wealth Management Client Associate
Tarkeshwar Singh
Wealth Management Specialist
Jeana M Baca
Officer, Wealth Management Client Associate - Resident Director Assistant
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.
Haylee Waller
Wealth Management Banking Specialist
Joe L. Pierce
Regional Lending Specialist
Bank of America, N.A.
NMLS #1054311
Merrill Lynch Logo
Amber Marsh
Wealth Management Banking Specialist
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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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CPM® and Certified Portfolio Manager® are registered service marks of the Academy of Certified Portfolio Managers.
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