Stephen Nofs
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Clinton Township, MI 48038
Credentials
Series 66
Industry experience
25 years
Stephen Nofs is a Senior Financial Advisor and First Vice President at Merrill Lynch Wealth Management. He is the co-founder of the Nofs Oprinski Group and serves as the lead investment strategist. Stephen provides wealth management strategies for uniquely successful families, business owners, physicians, and non-profit organizations. He collaborates closely with research analysts and portfolio managers to deliver investment leadership and guidance based on strategic and tactical asset allocation and portfolio construction, within the framework of the Nofs Oprinski Group's Goals-Based Investing approach.
Stephen holds a Bachelor of Science Degree from Eastern Michigan University, where he received a four-year full athletic scholarship for football. He later earned a Master of Business Administration (MBA) from the University of Phoenix. Prior to joining Merrill in 2000, Stephen worked for 10 years within the Department of Justice in various capacities. In 2006, he was named Resident Director of the Clinton Township Merrill Branch, a position he held until 2021. His professional credentials include the Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA®), Certified Plan Fiduciary Advisor (CPFA®), Chartered Retirement Planning Counselor (CRPC™), and Chartered Retirement Plans Specialist (CRPS™) designations, as well as multiple FINRA registrations and life insurance licenses.
Outside of his professional work, Stephen enjoys staying active and spending time with his two children. His personal interests include boating, football, music, reading, running, and traveling.
Based on Merrill
$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)
Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated
45000 River Ridge Dr
Clinton Township, MI 48038
Michigan · Texas
Bank Of America, Na
2009 - Present (17 years)
Merrill
2000 - Present (26 years)
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