Stephen Katsarelis is a Managing Director and Senior Financial Advisor with Merrill Lynch Wealth Management. With over 25 years of experience at the firm, he specializes in organizing and simplifying clients' financial lives to help them focus on their true passions. Stephen’s approach emphasizes clear, jargon-free communication and personalized wealth management strategies tailored to each client's long-term goals. His expertise covers a wide range of client needs including college education planning, divorce transition planning, legacy planning, retirement income, tax minimization, portfolio management, and women and wealth. Stephen holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations and has earned a Master’s degree from the University System of Maryland as well as a Bachelor’s degree from Eckerd College. Stephen participates actively in his community, volunteering with organizations such as Community Disaster Relief and Junior Achievement. Outside of work, he enjoys biking, boating, cooking, fishing, music, skiing, soccer, tennis, traveling, and spending time with his family.