Steven Light has been in the financial services industry since 2009 and joined Merrill Lynch Wealth Management in 2020. Before joining Merrill, Steven spent 5 years focused on not-for-profits and their leadership. His focus is on implementing potential solutions through the wealth management process and providing investment guidance for individuals, their families and organizations by understanding their short, medium, and long-term financial objectives. Steven R. Light holds the CERTIFIED FINANCIAL PLANNER™ certification since 2016. He is a graduate of the University of North Carolina at Chapel Hill with a dual bachelor's degree in Economics and Political Science. A North Carolina native, he is an ardent supporter of college athletics.
He and his wife Ericka live in Oakton with their two daughters, Isabelle and Sophie and are active in their community.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
