Steve Walker
,

Senior Vice President, Wealth Management Advisor

1040 Stony Hill Rd
Yardley, PA 19067
267.757.1427
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As deeply experienced and passionate advocates for financial wellness, our team shares your priorities and wants to help you create a benefits experience that can help participants prepare for retirement and feel more prepared for their financial futures.
Profile

Steve Walker is a Wealth Management Advisor with the Flotteron Group at Merrill Lynch Wealth Management who provides dynamic, personalized investment advice and long-term planning to individuals, families and small businesses. As one of the group's dedicated wealth planners, Steve takes the time to develop a deep understanding of each client's unique financial and personal situations.

Steve is a a CERTIFIED FINANCIAL PLANNERTM professional, awarded by the Certified Financial Planner Board of Standards, Inc. In addition, Steve holds the Certified Plan Fiduciary Advisor® designation awarded by the National Association of Plan Advisors, and the Chartered Retirement Planning Counselor designation awarded by the College for Financial Planning Institutes Corp. These professional designations are a testament to Steve's dedication and commitment to helping clients achieve their life goals.

"Wealth Management is just one piece of the puzzle," explains Steve. "Our mission is to not only develop a plan, but to execute, review, and adjust the plan as your life changes. By leveraging the experience of our group, we can better prepare you for what lies ahead, all while taking into account the speed bumps in life," he concludes.

Steve joined the Flotteron Group in 1999 after working for three years at PaineWebber in San Francisco. He graduated from Syracuse University as a Class Marshall with a B.A. in Psychology. An avid cyclist, he participates in the annual Anchor House Ride for Runaways, which provides support for homeless and at risk youth. Steve resides in New Hope with his wife, Stefanie, and twin daughters.

Meet Our Professional Staff
Marnie Mollica
Wealth Management Client Associate
267.757.1424
Amarilis C Aponte
Wealth Management Client Associate
267.757.1428
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.

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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.
Steven Walker is registered to do business in AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, MA, MD, ME, MI, MO, NC, ND, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA.