Mark Steven Email and Phone Number

I have been in the financial services industry since 1985, and joined Merrill Lynch in January of 2012. My focus is on developing strategies for high-net-worth individuals, their families and their businesses. Over the past 15 years, I have developed a niche in the probate, guardianship and special needs area, assisting individual and families formulate a specific plan for their family's needs.My approach to wealth management is consultative, and I am committed to excellence. First, I take the time to listen and review a client's financial situation, preferences and goals. Second, I offer recommendations of an asset allocation designed to accurately reflect each client's income and growth goals. I follow up with discussions covering a wide range of opportunities, including investments, retirement, estate planning, special needs planning, and philanthropy.I am approved as a portfolio Adviser within Merrill Lynch Personal Advisory (PIA) Program for specially qualified Merrill Lynch Financial Advisers. As a Portfolio Adviser in this program, I can use a wide range of proprietary model portfolio strategies to assist clients meet their investment objectives.