Stephen O'Sullivan CIMA®
Senior Vice President
Wealth Management Advisor
Portfolio Manager
Steve started at Merrill in 1998. He is a graduate of Oklahoma State University with a degree in both Finance and Management. At Merrill, Steve has continued his education and earned the designation of Certified Investment Management Analyst® through the Investments & Wealth Institute™ (The Institute) in conjunction with the Wharton School of Business.
As your Merrill advisor, I offer advice and guidance based on your goals and priorities -- for yourself and your family. Our approach to financial planning places you -- not the market -- at the center of our focus. I can help you understand the pros and cons of every potential decision, and help you maintain discipline so you can pursue your most important goals. As your needs or market conditions change, I will continue to collaborate with you and help you organize your financial life so that we can agree upon adjustments to your plan, as needed.
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.
