Steven Walker
Senior Vice President, Wealth Management Advisor
1040 Stony Hill Rd
Floor Fl 2
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.
Recognition
Forbes "Best-in-State Wealth Management Teams", 2023-2025
(Published annually in January. Rankings based on data as of March 31 of prior year.)
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About Me

Steve Walker is a Senior Vice President and Wealth Management Advisor with the Flotteron Group. With over three decades of experience in the financial services industry, he works closely with individuals and families to design and implement comprehensive financial plans that reflect their priorities at every stage of life.

Steve joined the Flotteron Group in 1999, bringing with him valuable experience from his earlier role at PaineWebber in San Francisco. As one of the group's dedicated wealth planners, he is known for taking the time to understand each client's unique circumstances and long-term vision. His planning process integrates both a high-level strategic view and a detailed financial analysis - providing clients with a clear and cohesive picture of their overall financial well-being.

Steve holds both the CERTIFIED FINANCIAL PLANNER®, CFP® certification and Certified Plan Fiduciary Advisor®, CPFA® designation, reflecting his deep expertise in personal financial planning and retirement plan consulting.
He earned his B.A. in Psychology from Syracuse University, where he was honored to serve as a Class Marshal for the College of Arts and Sciences.

Outside the office, Steve is an avid cyclist and longtime participant in the annual Anchor House Ride for Runaways, which supports homeless and at-risk youth. He lives in Yardley, Pennsylvania, with his wife Stefanie and their twin daughters.

Meet Our Professional Staff
Marnie Mollica
Officer, Wealth Management Client Associate
267.757.1424
Amarilis C Aponte
Officer, 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, RI, SC, TN, TX, VA, VT, WA.