
Stephen Ethen
Steve joined Merrill in 1993. A 1986 graduate of the United States Military Academy at West Point, Steve... | United States
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Stephen Ethen’s Location United States
Stephen Ethen’s Expertise Steve joined Merrill in 1993. A 1986 graduate of the United States Military Academy at West Point, Steve served for seven years as a U.S. Army Captain and helicopter pilot. With 30 years of experience at Merrill, Steve leads a team that is primarily focused on advising retirees, professionals and entrepreneurs. Our team utilizes an institutional approach to investment and risk management coupled with a very high level of personal service. Our focus is to help simplify client's lives in an increasingly complex world. We offer wisdom and experience so that clients can make informed decisions regarding their financial affairs. We consider it a privilege to serve as trusted advisors and to provide quality, unbiased information and assistance. Our client experience includes, but is not limited to: - Regular and consistent communication - A high level of personal service - Consistent in-person reviews at location of client's choice or via telephone or video conference - A deep understanding of client goals through an in-depth wealth management process - Periodic educational events Highlights of my professional career: - 28 years of experience with an unblemished record - CERTIFIED FINANCIAL PLANNER certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc - Holds the Chartered Retirement Planning Counselor designation I would love to hear from you if you are interested in a complimentary meeting to discuss your financial goals or if you are a CPA or attorney interested in providing a resource for your clients. *Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP and CERTIFIED FINANCIAL PLANNER in the U.S. *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.
Stephen Ethen’s Current Industry Merrill Lynch Wealth Management
Stephen
Ethen’s Prior Industry
Merrill Lynch Wealth Management
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Work Experience

Merrill Lynch Wealth Management
Wealth Management Advisor, Managing Director
Thu Jul 01 1993 00:00:00 GMT+0000 (Coordinated Universal Time) — Present