Stephen Bernstein is a Senior Financial Advisor and co-founder of GBM Wealth Management, a financial advisory team based in New Jersey. He has been working exclusively with Merrill Lynch Wealth Management since 2014. Stephen leads a team that focuses on providing comprehensive wealth management services to entrepreneurs, executives, retirees, and their families, emphasizing service and professionalism. With over a decade of experience, Stephen specializes in areas including divorce transition planning, family wealth management strategies, legacy planning, liquidity management, philanthropic planning, portfolio management, small business strategies, and services for endowments, foundations, and non-profits. His team is committed to anticipatory service, clear communication, and integrated wealth planning to help clients pursue their financial goals efficiently. Stephen and his team have received several recognitions, including multiple listings in Forbes' Best-in-State Wealth Advisors and Top Next-Generation Wealth Advisors. Stephen holds a Bachelor of Arts degree in Economics from the University of Miami. He serves as the President of The University of Miami Alumni Association – Philadelphia Chapter. Residing in Haddon Township, New Jersey, Stephen enjoys hiking, traveling, especially to Maine, and spending time with his family. He is also involved in animal welfare and ecological preservation efforts.