PROFESSIONAL PROFILE

Steve makes it his goal to add value through a strong client-advisor relationship and by providing each client with access to the best financial resources available in the marketplace. He focuses on helping a select group of high net worth individuals and retirees to manage all aspects of their financial lives. From implementing tax-efficient strategies for concentrated stock positions to retirement and educational planning, he works with his clients to develop a plan to grow and preserve their wealth. He initiates a planning-based discussion around your financial needs, your short and long-term objectives, your time horizons and your risk tolerance. By customizing a wealth management plan for you, he is looking to maximize your potential for achieving your financial goals. Steve often partners with your tax and legal advisors to develop tax-efficient strategies that will optimize your comprehensive financial situation.

Once your wealth management plan has been implemented, he will periodically review your plan's progress with you to make certain that its strategy remains aligned with your overall financial needs. By having a plan and a process in place you will be less effected by extraneous event driven decisions. He embraces the concept of Total Merrill in his ability to deliver an unmatched breadth of both proprietary and non-proprietary products and services to our clients. Steve has access to a wide range of Merrill Lynch specialists whose experience can be drawn upon to customize a solution that meets your unique financial objectives.