Eric Stevens

Financial Advisor

Role
Financial Advisor at Merrill Lynch
Location
Baltimore, MD, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Eric Stevens

As a dedicated financial advisor, I help individuals, families, and business owners create personalized strategies to build, preserve, and transfer wealth. I work closely with my clients to understand their unique goals-whether it\'s planning for retirement, funding education, managing risk, or growing their investment portfolio. I believe in simplifying complex financial concepts, offering clear guidance, and building lasting relationships based on trust, integrity, and measurable results. My approach combines strategic planning with ongoing support, so clients feel confident navigating both short-term decisions and long-term goals.

Experience

  1. Financial Advisor

    Merrill Lynch

    Oct 2023 — Present

Education

  • San Diego State University

    Bachelor's Degree

    2016 — 2020

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Eric Stevens — Financial Advisor at Merrill Lynch in Baltimore, MD, US | Unifers