Stephen Sharkey is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been serving clients since 1989, focusing on creating personalized financial strategies that align with clients' priorities and life goals. Stephen’s approach emphasizes developing holistic, tailored wealth management plans that consider each client’s unique personality and needs. Stephen’s expertise encompasses liquidity management, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income strategies. He holds the Accredited Asset Management Specialist™ (AAMS™), Chartered Retirement Planning Counselor™ (CRPC™), and Personal Investment Advisor (PIA) designations. Stephen earned his bachelor's degree from the University of North Carolina at Wilmington. Stephen is actively engaged in his community, volunteering with organizations such as JDRF. Outside of work, he enjoys cooking, music, photography, singing, traveling, woodworking, spending time with his family, and practicing yoga.