Stephen Merrill Email & Phone Number
Financial Planner @ Heritage Financial Consultants LLC
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Stephen Merrill Location
- Cockeysville, MD, US
Stephen Merrill Work
- 2021 - now Financial Planner @
- 2018 - now Financial Planner @ Lincoln Financial Advisors Corp.
- 2013 - 2017 Financial Planner @
- 2008 - 2013 Account Manager, Major Accounts @
- 2007 - 2008 Account Manager, Major Accounts @ Reuters America LLC
- 1997 - 2007 Account Executive and Product Specialist Reuters Desktops and Enterprise Data Sales @ Reuters America LLC
- 1995 - 1997 Pricing Analyst @
- 1992 - 1995 Pricing Analyst @
Stephen Merrill Education
- Northeastern University
Bachelor of Science (BS) Business Administration
1987 - 1992 - Sacred Heart
Stephen Merrill Skills
- Leadership
- Estate Planning
- Financial Advisory
- Registered Investment Advisor
- Strategic Partnerships
- Private Wealth
- Salesforce.com
- Fixed Annuities
- Wealth Preservation Planning
- Retirement Savings
- Executive Wealth Planning
- Retirement Planning
- Account Management
- Sales
- Financial Planning
- Customer Retention
- IRAs
- Business Development
- Relationship Management
- Business Analysis
- Variable Annuities
- Competitive Analysis
- Baseball
- 401k
- Series 66
- Roth IRA
- Exit Strategies
- Strategic Planning
- Financial Services
- Sales Management
- Life Insurance
- Mutual Funds
- Simple IRA
- Strategic Financial Planning
- 403 b
- SEP IRA
- Professional Services
- College Savings Plans
- New Business Development
- Long Term Care
- Financial Analysis
- Disability Insurance
- Wealth Advisor
- Succession Planning
- Business Strategy
- 401k Rollovers
- CRM
- Series 7
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 Leadership, Estate Planning, Financial Advisory, Registered Investment Advisor, Strategic Partnerships and more. Stephen Merrill has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Heritage Financial Consultants LLC Employees
Stephen Merrill
Financial Planner
Cockeysville, MD, US
Thomas Spray-Fry
Independent Financial Planner
Lutherville-Timonium, MD, US
Chris Ruby
Director of Business Development and Advisor Experience
Washington, DC, US
Christina Close
Chief Operating Officer
Philadelphia, PA, US
Andrew Horowitz
Financial Planner
Baltimore, MD, US
Paul Baader
Financial Planner
Cockeysville, MD, US
Brent Fuchs
Financial Planner
Preston, MD, US
Robert Ellrich
Wealth Advisor
Cockeysville, MD, US
Christopher Portner
Financial Planner
Cockeysville, MD, US
Joseph Dankowski
Financial Planner
United States
Gary Horn
Financial Planner
Baltimore, MD, US
Connor Buck
Client Relationship Manager
Cockeysville, MD, US
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