Stefanie Tushin Peters
As a financial advisor, my primary role is to be a trusted resource. A high net worth individual, or an entrepreneur, doesn't make choices, they create them. That is my goal here. By listening to what your needs are, your short and long term goals, the challenges you are facing and what you are looking to achieve, - leaving a legacy, charitable contributions, or focusing on your business, I create choices for you by organizing the best resources available. I strive to help you make decisions to achieve your financial goals by incorporating a holistic wealth management approach, with an emphasis on highly personalized service - focusing on you, not just the investments in your account.
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.
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.
