Stephen Cote

Stephen Cote Email and Phone Number

Senior Financial Advisor @ Merrill Lynch Wealth Management
Stephen Cote's Location
La Jolla Recreational Center, California, United States, United States
About Stephen Cote

As a Senior Financial Advisor with Merrill Lynch Wealth Management, Stephen Cote provides proactive financial advice and guidance to manage clients goals with a focus on retirement planning, investment selection and cash management. Stephen is dedicated to a high level of client service with an emphasis on helping affluent individuals, families and business owners to manage, preserve and grow their wealth in a tax efficient manner. He has completed the Certified Portfolio Manager (CPM®) designation which is a collaboration of the Academy of Certified Portfolio Managers and NYU Stern. He holds the Chartered Retirement Planning Counselor™ designation and focuses on the pre and post-retirement needs of individuals. Stephen lives in La Jolla, CA while maintaining a residence in the Bay Area and enjoys playing golf, volleyball and running in his spare time. *Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. *Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States. *CPM® is a registered service mark of the Academy of Certified Portfolio Managers.

Stephen Cote's Current Company Details
Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

View
Senior Financial Advisor
Website:
ml.com
Company phone:
+1-800-637-7455
Stephen Cote Work Experience Details
  • Merrill Lynch Wealth Management
    Senior Financial Advisor, Senior Vice President
    Merrill Lynch Wealth Management Mar 2010 - Present
    New York, Ny, Us

Stephen Cote Education Details

  • Roger Williams University
    Roger Williams University
    Bachelor'S Degree

Frequently Asked Questions about Stephen Cote

What company does Stephen Cote work for?

Stephen Cote works for Merrill Lynch Wealth Management

What is Stephen Cote's role at the current company?

Stephen Cote's current role is Senior Financial Advisor.

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What schools did Stephen Cote attend?

Stephen Cote attended Roger Williams University.

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