Stephen Ensley
Financial Advisor | Senior Portfolio Advisor
- Role
- Financial Advisor at Merrill Lynch
- Location
- Jacksonville, FL, US
- LinkedIn followers
- 500 followers
About Stephen Ensley
As a Merrill Financial Advisor, I provide personal and extensive wealth planning services to a select group of clients. Our team\'s collective experience here at Merrill covers all areas of wealth management, including investments, personal and business planning services, estate planning services and trusts, commercial and residential lending through Bank of America, N.A, executive compensation and other corporate advisory services. I am proud to serve so many exceptional clients. The core of our business is working with highly affluent families and individuals, including: •Business Owners and Key Executives •Attorneys, Physicians, and Other Professionals •Entrepreneurs, and •Retirees Additionally, we provide businesses with access to corporate advisory services including: •Qualified Retirement Plans: 401(k), Profit Sharing, and Defined Benefit Plans •Non-Qualified Deferred and Incentive Compensation Plans •Business Loans and Lines of Credit from Bank of America •Treasury Management and Merchant Services, and •Real Estate Planning *Stephen Ensley NMLS ID: 15•••14 *Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.*Trust, fiduciary, and investment management services are provided by Bank of America, N.A, Member FDIC, and wholly owned subsidiary of Bank of America Corporation (\"BofA Corp.\"), and its agents. 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
Financial Advisor
Apr 2016 — Present
Education
Trinity Baptist College
Bachelor's Degree
2010 — 2015
Skills
- Investment Strategies
- Microsoft Word
- Financial Services
- Strategic Planning
- Editing
- Portfolio Optimization
- Investments
- Creative Writing
- Research
- Teamwork
- Leadership
- Investment Portfolios
- Photoshop
- Data Entry
- Fundraising
- Investment Sales
- Nonprofits
- Public Speaking
- Outlook
- Microsoft Office
- Sales
- Series 7
- Series 66
- Management
- Teaching
- Customer Service
- Powerpoint
- Volunteer Management
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.