Stephen Mangum

About Stephen Mangum

Steve joined Merrill in 2003. In crafting a risk-managed financial and retirement…

Experience

1. Senior Financial Advisor, Managing Director

   Merrill Lynch

   Oct 2003 — Present

   Our Team PhilosophyPerhaps, we\'re idealistic. We believe that clients deserve an uncommon level of personalized wealth management. That\'s why we act as a financial advisory resource for clients – one that places their situations and aspirations at the core of our thoughtful and responsive process. Years ago, we took a fresh look at our Team. We decided that serving fewer clients would enable us to do more for each, by gaining and maintaining a deeper understanding of clients\' changing lives. Today, we\'re devoted to providing an extra measure of proactive and trusted service. This, we believe, is why we\'re the \"first call\" for many clients – especially, when matters of health, wealth and family are primary concerns.Because it\'s the right thing to do and because our banking heritage affords us a perspective beyond investments, we offer goals based strategies and financial wisdom that embrace retirement planning, wealth transfer, philanthropy, and liability management. We also connect clients with our firm\'s outstanding specialists, as well as resources throughout the community.It\'s a privilege to serve clients we admire for their achievements and values. We care deeply about fulfilling their most cherished wishes and creating greater certainty toward living or leaving their desired legacies. Frankly, if we didn\'t work with these distinguished individuals, we\'d choose them as friends.

Education

• The Ohio State University

  Bachelor's Degree

  1999 — 2002

• Salt Lake Community College

  Associate's Degree/College Diploma

  1997 — 1999

Skills

• Goals Based Wealth Management
• Investment Strategies
• Retirement Income Management