Merrill Lynch Wealth Management
Stephen has been with Merrill Lynch since 1987, specializing in strategies and solutions designed to help individuals and their families realize their long-term financial goals, with special focus on the needs of deaf investors.
Believed to be the only deaf American Sign Language Financial Advisor within a full-service brokerage firm, Stephen offers unique communication to members of the deaf community. Without requiring an interpreter, he can fully understand client options, preferences and goals, then construct asset allocations designed to accurately reflect each client’s income and growth expectations. Stephen offers broad experience in investments, retirement, estate planning services, multi-generational wealth transfer and overall portfolio development.
Stephen has an M.B.A. in Vocational Rehabilitation from New York University and a B.A. in Business Administration from Gallaudet University. He also holds a Certified Financial Manager designation, which is an internal Merrill Lynch designation that requires a self-study curriculum based on a variety of wealth management topics and a final course exam. His work and leadership in bridging wealth management and the deaf community has been spotlighted in the national media, including the Wall Street Journal, Washington Post, Fortune, Business Week, NBC’s Sunday Today and ABC’s World News Tonight.