Stephen Mcguire
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
Stephen McGuire is a Wealth Management Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management, where he is a member of the Boston Executive Services Team. He works primarily with entrepreneurs, founders, executives, and key associates at both privately held and publicly traded companies. Stephen’s expertise includes equity compensation services, executive compensation, legacy planning, tax minimization, and retirement income strategies. He guides clients through complex equity ownership issues such as stock option and restricted stock strategies, 10b5-1 plans, and related tax elections, helping them integrate these elements thoughtfully into their overall financial plans.
Stephen joined Merrill Lynch Wealth Management in 2012 and is among the founding members of the Boston Executive Services team. His process begins with understanding what is most important to his clients, then prioritizing their goals and implementing custom, adaptable investment strategies on a discretionary basis. He emphasizes a straightforward and transparent approach, coordinating with clients’ other professional advisors including CPAs and estate attorneys to develop comprehensive financial strategies aligned with clients’ intentions.
He holds a Bachelor of Science degree in Finance and International Business from the University of Maine at Orono, where he was a member of the Honors College and played varsity football. Stephen holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Chartered Retirement Planning Counselor™ (CRPC™) designation. Outside of his professional role, Stephen enjoys baseball, basketball, biking, chess, football, golfing, hiking, running—including running marathons—and skiing.
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
Exec comp design
Startup equity planning
10b5-1 plan design
Equity Recipients (RS/RSU, SOP, ESPP)
Retirement income strategy
Occupation focus
Founder/Business Owner
Executive
Location
100 Federal St
Boston, MA 02110
Most active in
Stephen M has reported serving >5 clients in these states in the last 12 months.
Connecticut · Texas
Work history
Bank Of America, N.a.
2012 - Present (14 years)
Merrill
2012 - Present (14 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.
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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.
Michelle M
CFP®, Series 65
Quincy, MA
Brio Financial Planning
Matthew H
CFP®, CFA®, Series 63, Series 65
Braintree, MA
Dreamfield Planning Group, LLC
I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.
Adam A
CFA®, Series 65
Cambridge, MA
Peabody River Asset Management, LLC
Robert L
Series 65
Arlington, MA
Aztec Capital LLC
Newton S
Series 63, Series 65
Reading, MA
MS Financial Services, LLC
Steve N
CFA®, Series 63
Boston, MA
Woodland Investment Consulting LLC
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