Comprehensive Tax Efficient Investing For Financial Independence
As your Financial Advisor, I am dedicated to offering my clients the guidance to create the lifestyles they desire. I manage my clients financial affairs, so they can focus on what they do best.
Whatever your personal goals may be, I will work with you to develop a personalized wealth management approach designed to help you pursue what’s most important to you.
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As your Financial Advisor, I focus on the things you care about most- family, goals and priorities - even as they change over the years.
We offer you access to the investing insights of our experienced wealth managers, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. It is my job as your Financial Advisor to help you stay on track with your financial goals, regardless of what the markets are doing.
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Investing involves risk. There is always the potential of losing money when you invest in securities.
Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Stacy Ann Stephens, financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services.