Steve has been with Merrill Lynch since 1990 and holds Certified Investment Manager AnalystSMand Chartered Retirement Planning CounselorSM designations. He earned his CIMA designation through the Certified Investment Management Analyst Program at the Wharton School. His focus is on private portfolio management and consulting services for 401(k) plan sponsors. Steve was licensed as a Certified Public Accountant and graduated from the University of Oregon with a degree in accounting in 1982. He does not provide tax advice in his role at Merrill Lynch. Steve received his MBA from Portland State University in 1986.
Steve designs and implements investment strategies for affluent individuals and businesses regarding retirement, tax deferral and wealth management. Steve is also a Portfolio Manager within the Personal Investment Advisory Program (PIA).
Please find more information on Steve and his team, The Shafer Groth Stuart Team, at the team website, www.fa.ml.com/SGS_Team.