Steve Grafton

Steve Grafton Email and Phone Number

Senior Financial Advisor @ Merrill Lynch Wealth Management
Steve Grafton's Location
Charlotte Metro, United States, United States
Steve Grafton's Contact Details
About Steve Grafton

As a Merrill Lynch Senior Financial Advisor, I help simplify the complexity in my clients' financial lives by providing a comprehensive wealth management practice. At the heart of my philosophy is a passion to build enduring relationships with individuals, families and small businesses through my commitment to provide outstanding service. Partnering with a team of specialists, I assist clients in every aspect of their financial lives and am their first point of contact.  In addition, I will work closely with your CPA and Estate Planning Attorney to help ensure a fully integrated and highly personalized service. I have been a resident of Charlotte since 1993 and Lake Norman since 2001. I enjoy competitive road cycling, golf and boating on Lake Norman.

Steve Grafton's Current Company Details
Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

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Senior Financial Advisor
Website:
ml.com
Company phone:
+1-800-637-7455
Steve Grafton Work Experience Details
  • Merrill Lynch Wealth Management
    Senior Financial Advisor, Vice President
    Merrill Lynch Wealth Management Oct 2001 - Present
    New York, Ny, Us
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Steve Grafton Skills

Goals Based Wealth Management Finance And Investment Professional Money Management Cyclist Golf

Steve Grafton Education Details

  • The Ohio State University
    The Ohio State University
    Bachelor'S Degree

Frequently Asked Questions about Steve Grafton

What company does Steve Grafton work for?

Steve Grafton works for Merrill Lynch Wealth Management

What is Steve Grafton's role at the current company?

Steve Grafton's current role is Senior Financial Advisor.

What is Steve Grafton's email address?

Steve Grafton's email address is steven_grafton@ml.com

What is Steve Grafton's direct phone number?

Steve Grafton's direct phone number is +170428*****

What schools did Steve Grafton attend?

Steve Grafton attended The Ohio State University.

What skills is Steve Grafton known for?

Steve Grafton has skills like Goals Based Wealth Management, Finance And Investment, Professional Money Management, Cyclist, Golf.

Who are Steve Grafton's colleagues?

Steve Grafton's colleagues are Eric Anderson, Sara Southards, Lee Raymer, Ben Edry, Fred Beller, Devika Lamba, Jill Brooker.

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