Advisor at Merrill
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Steven Smith is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been since 1986. He holds the role of Senior Portfolio Manager, enabling him to construct and manage personalized investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment approaches. His position allows him significant discretion in portfolio construction and security selection, and he manages client assets through the Firm’s Investment Advisory Program, sometimes on a discretionary basis.
Steven's client focus includes education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, and retirement income. He holds a Bachelor's Degree from Wake Forest University and carries the Personal Investment Advisor (PIA) designation. Outside of his professional work, Steven enjoys biking, fishing, photography, reading, traveling, and spending time with his family.
Bank of America, N.A.
2011 - Present (15 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
1987 - Present (39 years)
Series 66
Fayetteville, NC
Edward Jones
Series 66
Fayetteville, NC
Edward Jones
Series 66
Fayetteville, NC
Edward Jones
ChFC®, Series 63, Series 66
Hope Mills, NC
Edward Jones
ChFC®, Series 66
Fayetteville, NC
Edward Jones
CFP®, Series 63, Series 65, Series 66
Fayetteville, NC
Edward Jones
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