Edmund Steinert
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Edmund Steinert is a Financial Advisor at Merrill Lynch Wealth Management, specializing in comprehensive wealth management strategies. He works with individuals, families, and businesses to develop personalized financial plans that address investment planning, retirement planning, tax-efficient strategies, and risk management. Edmund emphasizes a client-centric approach, focusing on building long-term relationships grounded in trust and a clear understanding of each client's unique financial goals.
With professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Accredited Asset Management Specialist (AAMS), and Personal Investment Advisor (PIA), Edmund leverages his expertise and the extensive resources of Merrill Lynch to provide guidance tailored to life’s changes. His practice concentrates on areas such as education planning, family wealth management, legacy planning, retirement income, and catering to women and wealth. He holds a Bachelor's Degree from Franklin College.
Outside of his professional role, Edmund is involved in the community through Rotary. He also enjoys boating, fishing, and spending time with his family.
Client services
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
General retirement planning
Retirement income strategy
College savings (529s, UTMA, etc.)
Wealth management
General estate planning guidance
Work history
Bank of America, N.A.
2018 - Present (8 years)
Merrill Lynch, Pierce, Fenner & Smith Incorporated
2017 - Present (9 years)
UNEMPLOYED
2017 - 2017 (1 year)
Invesco Ltd.
2016 - 2017 (1 year)
UNEMPLOYED
2015 - 2016 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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