Investment Specialist
Current
2017 - Present
~9 yrs 6 mos
AeroLeads people directory · profile
Stephane Louis Email & Phone Number
Investment Specialist
at
Merrill Edge
1 work email found
@merrilledge.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Investment Specialist
Location
Greater Phoenix Area, United States
Company size
Who is Stephane Louis? Overview
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Quick answer
Stephane Louis is listed as Investment Specialist at Merrill Edge, a with 2267 employees, based in Greater Phoenix Area, United States. AeroLeads shows a work email signal at merrilledge.com and a matched LinkedIn profile for Stephane Louis.
Stephane Louis previously worked as Senior Team Manager at Charles Schwab and Team Manager at Charles Schwab. Stephane Louis holds Bachelor’S Degree In Business, Major In Finance from Higher Education Business Institute, Liege – Belgium.
Company email context
Email format at Merrill Edge
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{first}.{last}@merrilledge.com
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Profile bio
About Stephane Louis
Accomplished, results-driven and caring leader in customer service with over twenty years in the financial industry. Managed an inbound phone team of up to fifteen employees in Client Service & Support for Charles Schwab and Co., Inc. Professional, ethical, empathetic and accountable team player with an energetic and positive attitude. Committed to developing business and increasing client loyalty while mitigating risk and supporting employee growth and engagement. Effective communicator, verbally and in writing, detail-oriented with an analytical mind and the ability to adapt, demonstrate sound business judgment, advanced organizational and time-management skills, including efficient multitasking, in a fast-paced, demanding and changing environment. FINRA Series 7, 9, 10 and 66 licenses.
Listed skills include Leadership, Management, Customer Satisfaction, Financial Services, and 25 others.
Current workplace
Stephane Louis's current company
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Merrill Edge
7 roles · 30 years
Stephane Louis work experience
A career timeline built from the work history available for this profile.
Senior Team Manager
* Client DevelopmentEnsure team delivers outstanding customer service, exhibits a culture of working from the client's agenda.- Effectively communicate the broader Client Service strategy and goals of the organization.- Teach and regularly coach Financial Professionals to deepen client relationships through cross-sell, uncover additional needs, and take action to positively impact client outcomes.- Lead change, ensure adoption and coach to incorporate structured conversation model into appropriate discussions.- Establish and develop Financial Professionals' knowledge of wealth management and service offers.* Coaching & DevelopmentThrough Collaborative Coaching: Develop Financial Professionals skills and competencies; support career progression; deliver talent retention.- Coach Financial Professionals to deliver superb service from a client experience and first call resolution perspective; review customer survey feedback.- Conduct and document frequent coaching throughout the month to demonstrate employee progress; implement action plans as necessary.- Increase retention by connecting employees to company culture and purpose, intervene aggressively with at-risk professionals.*Operational ExcellenceAdherence to the Client Services service model to support availability for clients and accuracy of service.- As a business owner, track key metrics to understand team performance and success in achieving business results.- Effectively coach individual employees to address outlier results.- Effectively communicate the broader strategy and goals of the organization.* Personal Development & TeamworkDemonstrate ownership for professional development and career progression.- Build a positive and engaged work environment.- Participate in career plan progression with Director.- Receptive to feedback and promptly apply coaching suggestions.- Share best practices across First team of peer Managers.
2014 - Feb 2017
Team Manager
2009 - 2014
~5 yrs
Senior Operations Specialist
2007 - 2009
~2 yrs
Senior Registered Representative
2001 - 2007
~6 yrs
Team Lead
2000 - 2001
~1 yr
Registered Representative
1997 - 2000
~3 yrs
Team & coworkers
Colleagues at Merrill Edge
Other employees you can reach at merrilledge.com. View company contacts for 2267 employees →
CM
Chris Miranda
Colleague at Merrill EdgeProvidence County, Rhode Island, United States
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RW
Robert Wallo Crpc® Awma®
Colleague at Merrill EdgeBoca Raton, Florida, United States
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DA
Derek Andrews Crpc™
Colleague at Merrill EdgeSt Augustine, Florida, United States
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WA
William Amestoy
Colleague at Merrill EdgeWest Linn, Oregon, United States
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AT
Antanaya Traylor
Colleague at Merrill EdgeBaltimore, Maryland, United States
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DM
Dan Miller
Colleague at Merrill EdgeMead, Washington, United States
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SN
Scott Newberger
Colleague at Merrill EdgeGilbert, Arizona, United States
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DS
Daniel Stratton
Colleague at Merrill EdgeTempe, Arizona, United States
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DS
Diana Salazar
Colleague at Merrill EdgeTulsa Metropolitan Area, United States
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SS
Samuel Szeto
Colleague at Merrill EdgeKent, Washington, United States
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Chris Miranda
Colleague at Merrill EdgeProvidence County, Rhode Island, United States
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RW
Robert Wallo Crpc® Awma®
Colleague at Merrill EdgeBoca Raton, Florida, United States
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DA
Derek Andrews Crpc™
Colleague at Merrill EdgeSt Augustine, Florida, United States
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WA
William Amestoy
Colleague at Merrill EdgeWest Linn, Oregon, United States
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AT
Antanaya Traylor
Colleague at Merrill EdgeBaltimore, Maryland, United States
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DM
Dan Miller
Colleague at Merrill EdgeMead, Washington, United States
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SN
Scott Newberger
Colleague at Merrill EdgeGilbert, Arizona, United States
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DS
Daniel Stratton
Colleague at Merrill EdgeTempe, Arizona, United States
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DS
Diana Salazar
Colleague at Merrill EdgeTulsa Metropolitan Area, United States
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SS
Samuel Szeto
Colleague at Merrill EdgeKent, Washington, United States
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1 education record
Stephane Louis education
-
Higher Education Business Institute, Liege – Belgium
FAQ
Frequently asked questions about Stephane Louis
Quick answers generated from the profile data available on this page.
What company does Stephane Louis work for?
Stephane Louis works for Merrill Edge.
What is Stephane Louis's role at Merrill Edge?
Stephane Louis is listed as Investment Specialist at Merrill Edge.
What is Stephane Louis's email address?
AeroLeads has found 1 work email signal at @merrilledge.com for Stephane Louis at Merrill Edge.
Where is Stephane Louis based?
Stephane Louis is based in Greater Phoenix Area, United States while working with Merrill Edge.
What companies has Stephane Louis worked for?
Stephane Louis has worked for Merrill Edge and Charles Schwab.
Who are Stephane Louis's colleagues at Merrill Edge?
Stephane Louis's colleagues at Merrill Edge include Chris Miranda, Robert Wallo Crpc® Awma®, Derek Andrews Crpc™, William Amestoy, and Antanaya Traylor.
How can I contact Stephane Louis?
You can use AeroLeads to view verified contact signals for Stephane Louis at Merrill Edge, including work email, phone, and LinkedIn data when available.
What schools did Stephane Louis attend?
Stephane Louis holds Bachelor’S Degree In Business, Major In Finance from Higher Education Business Institute, Liege – Belgium.
What skills is Stephane Louis known for?
Stephane Louis is listed with skills including Leadership, Management, Customer Satisfaction, Financial Services, Investments, Customer Service, Achieving Results, and Coaching And Feedback.
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