Elena Stein

Advisor at Merrill

Credentials

Series 63, Series 65

Merrill logo

Firm

Merrill

Location

Park City, UT 10036

About

Elena Stein is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in creating personalized wealth management strategies tailored to clients' individual financial goals. Elena works closely with clients to develop flexible investment plans that adapt to changing market conditions, leveraging the resources of Merrill and Bank of America.

Her areas of expertise include education planning, family wealth management strategies, services for endowments, foundations, and non-profits, LGBT wealth planning, personal retirement planning, portfolio management, socially responsible and ESG investing, special needs planning, women and wealth, and retirement income. Elena holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the University of Texas System.

Outside of her professional work, Elena enjoys dancing, gardening, hiking, skiing, traveling, and yoga. Her approach centers on working one-on-one with clients to develop financial strategies aimed at achieving their long-term objectives.

Expertise

Wealth management ESG / Sustainable investing College savings (529s, UTMA, etc.) Planning for children with special needs Retirement income strategy

Demographic focus

LGBTQIA Women's Finance Women Professionals

Work history

Bank Of America, N.a.

2016 - Present (10 years)

Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED

2009 - Present (17 years)

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