Steven has developed a service model that focuses on providing distinct strategies to complicated financial situations. By utilizing an institutional approach to investment and risk management coupled with a commitment to the highest level of personal service, he is dedicated, hard working and a passionate professional who is committed to looking out for your best interest.
His group can help you pursue the life you envisioned by leveraging the resources available here at Merrill.
- Risk Management
- Retirement Income Strategies
- Long-Term Care
- Wealth Transfer
- Trust & Estate Planning Services
- Concentrated Stock Positions
- Access to banking services through Bank of America, N.A.
- Home Financing & Customized Lending from Bank of America, N.A., NMLS ID 61832
- Philanthropic Planning
- Legacy Management
Highlights of his professional career:
Steven Scher, a 2012 recruit from Morgan Stanley, has been in the financial services industry since 1999. His mission is to provide each client with a customized wealth management plan that is designed around their individual financial needs, short and long-term objectives, and risk tolerance.
Steven's group is determined to improve the quality of clients lives by delivering customized, goals-based advice and guidance. Our approach is not centered solely on investing and advice but rather on addressing the specific needs of clients.
Steven is a graduate of CUNY’s Baruch College, with a BBA degree in Marketing. He and his wife live in Merrick, New York with their two sons and daughter.
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.
