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Stephanie J

Series 66

Montgomery, AL

Merrill

Stephanie Jones is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in wealth management, asset preservation, and long-term wealth planning. She has experience working with military families and clients of diverse ages and backgrounds, focusing on personalized, goal-based financial strategies. Her client focus includes college education planning, personal retirement planning, women and wealth, and retirement income. Stephanie holds a Bachelor's Degree from the University of Louisville and a Master of Business Administration (MBA) from the University of North Carolina System. She is a certified Personal Investment Advisor (PIA). In addition to her professional work, Stephanie engages in community service through organizations such as Girl Scouts of America, St. Jude's, and Tuckahoe Elementary. Outside of her financial advisory role, Stephanie is a military spouse, mother of two, and active in the fitness community. She enjoys adventure sports including biking, dancing, hiking, rock climbing, running, scuba diving, swimming, and yoga.

Wealth management General retirement planning Retirement income strategy College savings (529s, UTMA, etc.) Military & Veterans Women Professionals
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