Stephanie Bauer
As a Financial Advisor with Merrill Lynch Wealth Management in Tacoma, I help clients navigate the complexities of wealth by connecting sophisticated investment strategies with the personal goals that matter most to them. Whether we're refining an investment portfolio, improving tax efficiency, planning for retirement, or creating a legacy for future generations, my goal is to simplify the process and provide thoughtful guidance every step of the way.
I believe wealth management is about more than investments—it's about helping clients in their financial future so they can focus on what matters most: their families, passions, and goals.
Originally from California, I now call the Pacific Northwest home. I live in Gig Harbor with my husband, our daughter and son, and our Maine Coon cat. Outside of work, I enjoy spending time with my family and being actively involved in my local community.
I design bespoke wealth strategies that combine institutional-caliber research, sophisticated portfolio management, and thoughtful financial planning. Guided by advanced analytics, disciplined risk management, and a long-term perspective, I help individuals and families grow, preserve, and transition wealth with purpose and confidence.
My approach is rooted in thoughtful stewardship and tailored to each client's unique goals, values, and legacy aspirations. Through personalized guidance and enduring partnerships, I help families navigate financial complexity while creating a legacy that endures meaningfully across generations
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.
