Sterrett Hepburn Group

Merrill Lynch Wealth Management
4 Penn Ctr
Philadelphia, PA 19103
(215) 587.4637
Learn more about an advisor's background on
Over the past four decades, we have built strong, multigenerational relationships with clients through an unwavering commitment to their best interests. We think of you as our extended family, pledge to address your needs throughout your lifetime, and look forward to becoming part of your family’s financial life today, tomorrow, and in future generations.
Sterrett Hepburn Group
Welcome

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.

Recognition
Emily Hepburn
Senior Vice President, Wealth Management Advisor
Forbes "Top Next-Generation Wealth Advisors Best-in-State", 2023
(Published on August 8, 2023. Rankings based on data as of March 31, 2023.)
Forbes "Top Women Wealth Advisors Best-in-State", 2024
(Published on February 8, 2024. Rankings based on data as of Sept 30, 2023.)
About Us
Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.

Meet Our Team
Emily Hepburn,

CFP®

Senior Vice President, Wealth Management Advisor
215.587.4637
Byron A Coleman
Officer, Registered Wealth Management Client Associate
215.587.4758
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
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.