Stephen Merrill

steve merrill website picture

410-771-5410

Heritage Financial Consultants, LLC

Stephen Merrill is a financial planner with Heritage Financial Consultants. He is an investment advisor and registered representative with Lincoln Financial Advisors. Stephen has had a career in the financial services industry since 1992 and he offers comprehensive financial planning for individuals, families, retirees and small business owners. His practice is focused on assisting his clients with the accumulation, conservation, and ultimate distribution of their assets.

EDUCATION AND CERTIFICATIONS

  • BS in Business Administration from Northeastern University
  • Investment Advisor Representative
  • Registered Representative
  • FINRA Series 7 & 66 registered
  • Licensed in life, annuity, long-term care and health insurance

PROFESSIONAL BACKGROUND

Stephen began his career in 1992 as a Mutual Fund Pricing Analyst with the Boston Company. In 1997 he joined Reuters, a financial information and service provider. He managed clients in the private wealth, banking, government and energy sectors. He joined Heritage Financial Consultants as an associate in 2013.

COMMUNITY INVOLVEMENT

  • Project volunteer for CHAI
  • Youth Soccer and Baseball Coach

ON A PERSONAL NOTE

Stephen resides in Owings Mills, MD, with his wife Wendy, their three children and a special beagle named Milo. Stephen is a passionate advocate for the rescue and adoption of dogs, especially beagles. In his spare time he enjoys traveling with his family and watching various motor sports.

MAIN SERVICE AREAS

  • Financial Planning
  • Retirement Planning
  • Asset Management
  • Estate Planning