Steve Treutel
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
Steve Treutel is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings over 30 years of experience in the financial services industry, including more than 25 years with Merrill Lynch. Steve focuses on family wealth management strategies, managing new wealth, personal retirement planning, and portfolio management services.
His approach to investing emphasizes risk management and is based on assisting clients in clarifying their financial goals, implementing disciplined strategies to achieve those goals, and conducting ongoing reviews to maintain success. Steve holds a Bachelor's degree from the University of Mississippi and an MBA from the University of New Orleans. He has earned the Personal Investment Advisor (PIA) designation.
Steve resides on the Mississippi Gulf Coast with his wife, Debbie. He participates in community organizations, including the Gulf Coast Mortgage Banker's Association, the Gulfport Kiwanis Club, and the Hancock County Historical Society. His personal interests include football, genealogy, music, reading, running, and traveling.
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
Wealth management
Work history
Bank of America, N.A.
2011 - Present (15 years)
Merrill lynch, pierce, Fenner & Smith incorporated
2011 - Present (15 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.
Wendy R
ChFC®, Series 66
Gulfport, MS
Edward Jones
Patrick K
Series 63, Series 65
Bay Saint Louis, MS
Merrill
Patrick Kergosien serves as Senior Resident Director and Wealth Management Advisor at Merrill, where he brings over 35 years of experience in developing holistic approaches to wealth construction and management. He focuses on creating flexible financial strategies tailored to clients’ individual goals and changing market conditions, leveraging investment insights from Merrill and banking solutions from Bank of America. His client focus areas include college education planning, family wealth management, legacy planning, retirement income, and services for endowments, foundations, and non-profits. Patrick holds a Bachelor's Degree from the University of Southern Mississippi and carries the professional designation of Personal Investment Advisor (PIA). He is committed to working one-on-one with clients to develop personalized financial strategies aimed at pursuing their long-term objectives. Outside of his professional role, he participates in community volunteer activities and enjoys personal interests such as fishing, gardening, and hunting.
Bailey B
CFP®, Series 66
Diamondhead, MS
Edward Jones
Dominick M
Series 63, Series 65
Diamondhead, MS
Gibbs Wealth Management, LLC
Natalie S
Series 66
Long Beach, MS
PNC Wealth Management
Timothy R
Series 63, Series 65
Long Beach, MS
VOYA Financial Advisors, Inc.
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