Edward T. Stellingwerf & Associates

Merrill Lynch Wealth Management
75 Rockefeller Plz
New York, NY 10019
(212) 284.5529
Learn more about an advisor's background on
“Our purpose is to deliver advice that is most appropriate to your personal situation, easy to implement, and clear to understand. We feel successful only when your experience exceeds your expectations.”Edward T. Stellingwerf
Edward T. Stellingwerf & Associates
Welcome

As a wealth management practice, our role is to balance the everyday financial challenges of our clients with their longer-term ambitions. Throughout the client advisor relationship, our team will always be learning about you to understand your priorities, and recognize when your needs have changed. We employ goals-based wealth management techniques for improving current and intermediate cash-flow requirements, and implement investment planning strategies that best complement your longer-term objectives.

About Us
Philosophy

We believe the best financial strategy is the one that helps you pursue your life goals with confidence. Our experience, as both practitioners and teammates, tells us the ambitions most people have for themselves are often limited by how secure they currently feel about their own financial condition. By working together to help improve your knowledge and experience for your financial condition, by bringing transparency to the economic costs and risks of your decisions, we believe you will benefit from the confidence of feeling informed while aligning your wealth with your priorities, and increase the probability of your intentions leading to an expected and successful outcome.

Meet Our Team
Edward Stellingwerf,

CIMA®

Senior Vice President, Wealth Management Advisor
212.284.5529
Steven Kartchner,

CFP®, CPFA™, CRPC™

Assistant Vice President, Wealth Management Advisor
212.284.5524
Max Icikson,

CRPC™

Assistant Vice President, Wealth Management Associate
212.284.5527
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.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.