Stephen Merrill Email & Phone Number
Financial Planner @ Heritage Financial Consultants LLC
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Stephen Merrill Location
- Cockeysville, MD, US
Stephen Merrill Work
- Financial Planner @ (July 2021 - Present)
- Financial Planner @ Lincoln Financial Advisors Corp. (January 2018 - July 2021)
- Financial Planner @ (October 2013 - December 2017)
- Account Manager, Major Accounts @ (January 2008 - January 2013)
- Account Manager, Major Accounts @ Reuters America LLC (January 2007 - January 2008)
- Account Executive and Product Specialist Reuters Desktops and Enterprise Data Sales @ Reuters America LLC (January 1997 - January 2007)
- Pricing Analyst @ (January 1995 - January 1997)
- Pricing Analyst @ (January 1992 - January 1995)
Stephen Merrill Education
- Northeastern University
Bachelor of Science (BS) Business Administration
1987-1992 - Sacred Heart
Stephen Merrill Skills
- 401k
- 401k Rollovers
- 403 b
- Account Management
- Business Analysis
- Business Development
- Business Strategy
- College Savings Plans
- Competitive Analysis
- Customer Retention
- Disability Insurance
- Estate Planning
- Executive Wealth Planning
- Exit Strategies
- Financial Advisory
- Financial Analysis
- Financial Planning
- Financial Services
- Fixed Annuities
- IRAs
- Leadership
- Life Insurance
- Long-term Care
- Mutual Funds
- New Business Development
- Private Wealth
- Professional Services
- Relationship Management
- Retirement Planning
- Retirement Savings
- Roth IRA
- SEP IRA
- Series 66
- Series 7
- Simple IRA
- Strategic Financial Planning
- Strategic Partnerships
- Strategic Planning
- Succession Planning
- Variable Annuities
- Wealth Advisor
- Wealth Preservation Planning
- Registered Investment Advisor
- Salesforce.com
- Sales
- Baseball
- Sales Management
- Long Term Care
- CRM
Stephen Merrill Summary
- Stephen Merrill, based in Cockeysville, MD, US, is currently a Financial Planner at Heritage Financial Consultants LLC. Stephen Merrill brings experience from previous roles at Lincoln Financial Advisors Corp., Heritage Financial Consultants LLC, Thomson Reuters Markets and Reuters America LLC. Stephen Merrill holds a 1987 - 1992 Bachelor of Science (BS) Business Administration @ Northeastern University. With a robust skill set that includes 401k, 401k Rollovers, 403 b, Account Management, Business Analysis and more. Stephen Merrill has 2 emails and 1 mobile phone numbers on RocketReach.
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