Sterrett Hepburn Group

The Sterrett Hepburn Group is a Merrill Lynch Wealth Management team headquartered in Philadelphia, Pennsylvania. The business ethics and guiding principles of honesty and integrity that have served clients well since Barbara Sterrett joined Merrill Lynch Wealth Management in 1984 are now embraced by our next generation—Emily Hepburn.

The clients we serve include business executives, professionals, retirees, and families with multigenerational wealth, many of which span four and even five generations. Often, older clients refer younger members of their families to us—and the opposite is also true. Some of our clients are raising families, accumulating wealth, and planning their financial futures, while others are more focused on retirement income, asset preservation, or preserving a legacy for future generations. We believe that we work best with clients who value thoughtful financial guidance and appreciate our attention to detail and commitment to high-quality service and ongoing education.

While every client is unique in their circumstances, our goals-based wealth management approach is rooted in helping you prepare for your financial future and adapt to changes in your personal or family situations. We are dedicated to being there with compassion and strength to help you plan for major transitions in life, such as retirement, divorce, or inheritance, and will adjust your strategies over time, as necessary.

Our team is committed to understanding the financial goals that are most meaningful to you and your family and recommending strategies to help you pursue them without unnecessary financial risk. Along with our skills, we believe our service philosophy is a key reason many of our client relationships span decades. In addition to our own investment insights, we can offer access to BofA Global Research—one of the world’s largest and most respected research organizations*. At The Sterrett Hepburn Group, we pledge to remain a constant in your life, and everyone on our team is committed to providing an exceptional experience along each step of your financial journey. We welcome the opportunity to speak with you and show you how we can be a valued resource for every stage of your financial life.

* BofA Global Research (formerly known as BofA Merrill Lynch Global Research) is research produced by BofA Securities, Inc. (“BofAS”), and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. * Institutional Investor magazine announced BofA Global Research as one of the Top Global Research Firms in 2023 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. BofA Global Research is research produced by BofA Securities, Inc (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. Learn more about the methodology at Institutional Investor. Rankings and recognition from Institutional Investor are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.