Stephen Stanley
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
Little Rock, AR 72212
Credentials
Series 66
Industry experience
16 years
Stephen Stanley is a Senior Financial Advisor with Merrill Lynch Wealth Management who focuses on delivering a comprehensive approach to wealth management tailored to clients’ individual financial situations and goals. He works closely with clients and their families to develop customized strategies that adapt to changing needs and market conditions. Stephen provides access to Merrill’s investment insights as well as the banking services of Bank of America to support various aspects of clients' financial lives.
With over 13 years of experience in the industry, Stephen specializes in areas including college education planning, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, and small business strategies. He collaborates with clients’ external attorneys, accountants, and other professionals to coordinate financial and legacy plans. Stephen holds the professional designations CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA).
Stephen earned a Bachelor's Degree from the University of Arkansas System. Outside of his professional work, he has personal interests in football, golfing, and music. His philosophy centers on connecting all aspects of a client’s financial life to prioritize and pursue the goals that matter most to them.
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
2200 N Rodney Parham Rd
Little Rock, AR 72212
Arkansas · Texas
Bank of America N.A.
2022 - Present (4 years)
Merrill
2022 - Present (4 years)
Jp Morgan Chase Bank, N.A.
2021 - Present (5 years)
J.P. Morgan Securities
2021 - Present (5 years)
Charles Schwab bank
2019 - 2021 (2 years)
Charles Schwab
2019 - 2021 (2 years)
Td Ameritrade Invesment Management, Llc
2018 - 2019 (1 year)
Td Ameritrade
2018 - 2019 (1 year)
Morgan Stanley Smith Barney
2011 - 2018 (7 years)
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Accountant / CPA / tax prep
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