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Stanley S
Series 63, Series 65
Sanford, FL
Merrill
Stanley Sargent is a Resident Director and Financial Advisor with extensive experience in the financial services industry, including over three decades at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, legacy planning, retirement income, and personal retirement planning, among other areas. He is involved with the Merrill Families of Children With Disabilities Program, which focuses on integrating strategies for families with special needs children. Stanley earned a Bachelor's Degree from the University of Florida Business School and holds the Chartered Financial Consultant (ChFC) designation, along with the Personal Investment Advisor (PIA) credential. His approach to wealth management centers on long-term financial strategies tailored to clients' goals and risk tolerance. In addition to his professional work, Stanley participates in community involvement through organizations such as Nathaniel's Hope and Quest INC. His personal interests include baseball, cooking, football, golfing, and woodworking.
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