Sterrett Hepburn Group
At the Sterrett Hepburn Group, we’re a family focused on helping other families secure their financial futures. Our wealth management advisors – Emily Hepburn and her step-father, James Sterrett – are proud to uphold the values established by Emily’s mother, team founder Barbara Sterrett, when she joined Merrill in 1984. We’re committed to offering thoughtful guidance with empathy, integrity, and consistency.
Our clients include active and retired business executives and professionals as well as families with multigenerational wealth. We believe in making strong personal connections as we build client relationships, many of them spanning four and even five generations of the same family. Older clients often refer younger family members to us, and the opposite is also true.
Some of our clients are accumulating wealth, raising families, and planning for their financial futures. Others are focused on retirement income planning, preserving assets, and leaving a financial legacy for the next generations. Wherever you are in your life, we can help you create strategies to pursue the wealth management goals that are most meaningful to you and your family without unnecessary financial risk.
Our planning-based approach is designed to help you prepare financially for both anticipated and unexpected life transitions, from retirement and inheritance to divorce and health challenges. By taking a big-picture view of what wealth means in your life, we can present ideas you may not have considered. Beyond our own experience and insights, we offer access to additional resources available through Merrill and Bank of America.
We believe our service philosophy is a key reason clients stay with us and recommend us to others. Every member of our team is committed to providing an exceptional experience at each step of your financial journey. We welcome an opportunity to learn more about you and show you how we can add value for you and your family as you chart your financial future.
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.
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.
