About Stephen Merrill

Stephen’s Biography:

Stephen has worked in the financial services industry since 1992 and offers comprehensive financial planning for individuals, families, retirees, executives and business owners in the areas of asset management, retirement planning, education funding, personal risk management, estate planning, and insurance strategies.

Stephen resides in Monkton, MD, with his wife Wendy, their three children, two rescue dogs and a retired racehorse named Allora. Stephen is a passionate advocate for the rescue and adoption of dogs, especially Beagles. In his spare time, he enjoys traveling with his family, sport fishing for giant blue fin tuna, golfing, and watching various motor sports. Stephen is a local Boy Scouts of America leader for Troop/Pack 706 in Glyndon, Maryland.

  • Registered Investment Advisor Representative
  • Licensed General Securities Representative
  • Series 7 & 66 Registered
  • Life, Health, Annuity Insurance licensed
  • Long-Term Care Insurance Registered
  • B.S. Business Administration, Northeastern University
Community Involvement
  • Boy Scouts of America, Scout Leader
  • Beagle Rescue
Stephen’s Approach:

I am committed to helping my clients reach their individual goals through a thoughtful and intentional approach to managing their financial lives. My process begins with a comprehensive discussion about what’s most important to you and those closest to you. Common concerns include funding one’s retirement, planning for the “what-ifs” such as the premature passing of a loved one or business partner, unforeseen medical challenges, or a sudden change in employment.

My role is to work closely with each client to ensure that their financial plan is structured to meet their goals, no matter where they are in their personal and professional lives.

I believe that sound planning alleviates panic, and this belief is the foundation for everything that I do.

Primary Clients or Industries
Business / Corporations
Business Owners / Corporate Executives
Educational and Medical Institutions
High Net Worth Individuals and Families
State & Local Governments
Widows and Divorcees
Primary Service Areas
Asset Management
Business Owner Planning
Comprehensive Financial Planning
Education Planning & Funding Strategies
Estate Planning
Group Retirement Planning

Personal Risk Management

Retirement Planning