John Stamp
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
John Stamp is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2001. He brings extensive experience in the financial services industry dating back to 1987. John focuses on delivering practical and objective financial advice tailored to each client’s specific goals in wealth transfer and financial planning. As a qualified Portfolio Manager, he offers both traditional guidance and personalized investment strategy management. His strategies may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment approaches, with discretionary management available through the firm's Investment Advisory Program.
John holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA) from the National Association of Plan Advisors, Chartered Retirement Planning Counselor™ from the College for Financial Planning, Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from the University of Rhode Island. His client focus areas encompass college education planning, corporate executive services, family wealth management, LGBT wealth planning, personal retirement planning, portfolio management, women and wealth, tax minimization, and retirement income planning.
Outside of his professional role, John engages in biking, gardening, hiking, music, photography, and spending time with his family.
Client services
Based on Merrill
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
Tax-loss harvesting
Demographic focus
LGBTQIA
Women Professionals
Location
1 Financial Plaza
Providence, RI 02903
Most active in
John S has reported serving >5 clients in these states in the last 12 months.
Rhode Island · Texas
Work history
Bank Of America,Na
2009 - Present (17 years)
Merrill
2006 - Present (20 years)
Advest, Inc.
2001 - Present (25 years)
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
They're affiliated with a bank that may offer its own financial products and services.
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:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
Jonathan K
Series 65, Series 66
Providence, RI
Efficient Capital Strategies, LLC
Kurt J
Series 63, Series 65
Barrington, RI
Income Associates
Francis H
Series 63
Warwick, RI
Hacket Asset Management, Inc.
Steven A
CFP®
Swansea, MA
GrowthFocus Wealth Management LLC
Jan H
CFP®, Series 66
Lincoln, RI
Eisenhiler Capital LLC
James T
Series 63, Series 65
Providence, RI
Lodestar Wealth, LLC
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