Stephen Stanley
Financial Advisor | Goal-Based Planning | Wealth Preservation and Transfer
- Role
- Senior Financial Advisor, Vice President at Merrill Lynch
- Location
- Little Rock, AR, US
- LinkedIn followers
- 500 followers
About Stephen Stanley
Wealth management should be personal and comprehensive, but also accessible. My mission…
Experience
Senior Financial Advisor, Vice President
Oct 2022 — Present
I am a financial advisor that focuses on goal-based planning and navigating through monetary events. My practice is built around my clients\' unique needs, helping them plan for retirement, evaluating tax minimization strategies, evaluating business opportunities, and planning for families. I embrace modern technology to keep my clients up to date on their strategies and I integrate modern means to help meet and plan for them. My clients can expect me to listen to their needs and be available when needed. 5••••••••@ml.com*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.
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