Stephanie B.

About Stephanie B.

The greatest fulfillment I find as a financial advisor comes from bridging the gap between sophisticated high-caliber investment management and the personal goals of the families I serve. I work to help ensure their financial impact is beyond the present. With Legacy Planning helping to shape the future and support the next generation by transforming wealth into long-term well-being.

Experience

1. Financial Advisor

   Merrill Lynch

   Jan 2023 — Present

   Wealth Management Strategies - Bespoke Planning. Institutional Quality- delivered with a personal touch • Custom Portfolio Design- Tailored asset allocations, portfolio refinement, adaptive strategies built for market cycles and life\'s seasons of change • Professionally Managed Portfolios: Rigorous research, proactive risk management, disciplined rebalancing and adaptive investment strategies to respond intelligently to shifting markets. • Comprehensive Wealth Planning: From cash-flow analysis to long-term goal mapping, unified retirement, tax-efficient strategies, and estate considerations • Legacy Preservation: Thoughtful charitable planning and multigenerational wealth transfer structures.*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.*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.

Education

• University of Arizona

  Bachelor's Degree

  2006 — 2010