PROFESSIONAL PROFILE

Professional Staff
Nancy Olson 916-648-6285 Client Associate
Arlene Leon 916-648-6239 Client Associate


Stephen has been in the financial services industry since 1998, joining Merrill Lynch in 2010. Stephen assists High net worth individuals, their families and their businesses achieve their short and long-term financial goals. He also holds the professional designations of Chartered Retirement Planning Counselor (CRPC®) and Certified Special Needs Advisor (CSNA).

Stephen’s approach to wealth management is consultative and objective. First, he builds a relationship with the client by taking the time to listen and review the client’s current financial situation and goals. Second, he offers recommendations for asset allocation designed to coincide with the client’s desired performance and risk tolerance. Third, he follows up with discussions covering a wide range of opportunities, including investments, retirement, estate planning services and philanthropy. And fourth, provides regular reviews to make sure your portfolio is on track to meet your objectives and makes adjustments accordingly.

Stephen grew up in Rochester, which is located in upstate New York. Shortly after receiving his Bachelor’s degree in Finance from Rochester Institute of Technology, Stephen moved to Sacramento to be closer to his family. While away from the office Stephen enjoys sports, working around the house and giving back to the community.

Stephen holds his Series 7 and 66 registrations as well as his CA Life & Health Insurance license.

Nancy & Arlene handle account administration and client relations.

To learn more about how Merrill Lynch is helping to meet the financial needs of families of children with disabilities, visit the section of TotalMerrill.com