Offering a wide range of products and services, Stephen Murray is able to deliver sophisticated financial strategies and solutions, based upon clients risk tolerance, time horizon, liquidity needs, overall investment goals and the costs associated with the recommendation. His areas of focus include global asset allocation, retirement and estate planning services and residential lending services from Bank of America, N.A.
Stephen joined Merrill Lynch Wealth Management in 2006, after 20 years in the institutional fixed income industry and 5 years as a proprietary equity trader. He graduated with a B.A. in Communications from the University of New Hampshire, where he also participated on the lacrosse and golf teams.
Stephen lives in East Hampton, NY, where he enjoys golfing, fishing, hiking, and is a past board member of the East Hampton Trails Preservation Society.
Asset Allocation does not ensure a profit or protect against loss in declining markets. Chartered Retirement Planning CounselorTM and CRPC® are registered service marks of the College for Financial Planning.
NMLS ID 578830
One of the reasons I chose to become a Merrill financial advisor was my passion for educating clients about investing. I want to help you understand planning for your wealth, as well as the challenges and possibilities presented by the markets, and the impact this greater understanding can have on your full financial life.
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.
