As a Merrill Senior Financial Advisor, Stamen is dedicated to assisting families, individuals and successful business owners in the development and implementation of robust, long-term financial strategies. At the heart of his philosophy is a passion to build enduring relationships with clients through his commitment to provide outstanding service. Working with a team of specialists, Stamen is able to provide assistance in a wide array of financial services including:
• Investment Management
• Retirement Planning
• Education Planning
• Estate & Wealth Transfer
• Life & Long-Term Care Advice and Guidance
By implementing Behavioral Finance with conventional Wealth Management practices, Stamen’s investment approach is built on thoroughly understanding clients` distinctive investment personalities. Gaining insightful knowledge about their life aspirations, priorities and true values enables Stamen to define and implement a financial strategy that best reflects clients’ financial needs and objectives. He works closely with clients on regularly reviewing their investment progress to help make sure they stay on the path towards achieving their lifetime goals.
Stamen joined Merrill Lynch Wealth Management upon completion of his Master of Business Administration in Finance from UNLV in 2011. He enjoys spending time with wife and two children. Stamen dedicates his leisure time to Tai-Chi, astronomy, snowboarding and swimming. He has a passion for traveling and exploring new cultures. Stamen has been a Nevada resident since 2003.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
I believe that financial success can be achieved when you're able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. Whether you're planning your retirement, saving to buy a home or funding a child's education, the process begins by getting to know you and how you feel about the following:* Health: Managing healthcare expenses, now and in the future* Home: Upsizing, downsizing, remodeling or buying a vacation home* Family: Taking care of your family and other people in your life* Leisure: Spending your free time in meaningful ways* Giving: Volunteering, mentoring others and giving to charities* Work: Working in retirement, selling or starting a business* Finance: Bringing it all together and defining your financial goalsSuccess will be measured by the amount of progress you are making toward reaching your goals, making thoughtfully considered adjustments as events and conditions warrant.
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.
