Elena Stanley
Advisor at Merrill
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.
Advisor at Merrill
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.
Firm
Merrill
Location
San Luis Obispo, CA 93401
Credentials
Series 63, Series 65
Industry experience
13 years
Elena Stanley is a Financial Advisor with the Eidell Christian Group at Merrill Lynch Wealth Management. She has over 15 years of experience in the financial services industry and holds the Personal Investment Advisor (PIA) designation. She earned her Bachelor's Degree from DePaul University.
Elena specializes in holistic wealth planning, 401(k) rollovers, inheritance and wealth transfers, alternative investments, women and wealth, retirement planning, and estate planning strategies. Her client focus areas include college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, women and wealth, tax minimization, and retirement income. She emphasizes understanding client priorities to create personalized financial plans aligned with their goals and aspirations.
Outside of her professional work, Elena is involved with organizations such as ECHO and HER STORY, reflecting her commitment to community engagement. Her personal interests include gardening, golfing, music, painting, spending time with family, swimming, watching movies, and yoga.
Bank of America, N.A.
2025 - Present (1 year)
Merrill lynch, Pierce, Fenner & Smith Incorporated
2025 - Present (1 year)
Homemaker
2024 - 2024 (1 year)
Lord Abbett
2022 - 2024 (2 years)
Nuveen Securities, LLC
2013 - 2022 (9 years)
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