Estevan E.

About Estevan E.

Before becoming a financial advisor, I served in the US Army at 1st Ranger Battalion. That experience instilled in me the values of discipline, integrity, and attention to detail, which I bring to my work with clients. Growing up in a home where money wasn\'t discussed, I had to figure out financial principles on my own. This inspired me to help others gain the financial knowledge and confidence that I once lacked. I focus on helping individuals, families, and business owners navigate key financial milestones, such as retirement planning, investment management, tax strategies, and legacy planning. My approach is simple: I take the time to understand each client\'s unique goals and develop personalized strategies that align with their long-term vision. I focus on clarity, transparency, and progress, ensuring you know exactly where you stand and how your plan is evolving. We\'re smart with your money and dedicated to helping you see real results along the way. Let\'s connect when you\'re ready to bring more clarity, strategy, and confidence to your financial future.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.

Experience

1. Financial Advisor

   Merrill Lynch

   May 2023 — Present

Education

• Georgia Southern University

  Bachelor's Degree

  2015 — 2018

Skills

• Microsoft Word
• Reliability
• Flexibility
• Problem Analysis
• Determined to Succeed
• Military Operations
• Supervisory Skills