Kory Steil
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
Kory Steil is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been serving clients since 1996, bringing decades of market experience to his role. Kory specializes in developing personalized wealth management strategies that reflect his clients’ unique financial situations and long-term goals. His expertise includes managing investment opportunities and navigating market challenges, drawing on his experience through events such as the 2008 financial crisis and the 2020 pandemic.
Kory earned his Bachelor's degree in business administration from the University of Arizona, graduating Summa Cum Laude with Honors. He further advanced his professional credentials by obtaining the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2001 and becoming qualified as a Portfolio Manager through the Merrill Investment Advisory Program in 2004. He maintains professional designations including CFP and Personal Investment Advisor (PIA).
Outside of his professional career, Kory participates in community volunteering activities. He and his wife are parents of two sons and enjoy spending their free time playing pickleball.
Expertise
Wealth management
Active portfolio management
Demographic focus
Mid-Career Professionals
Parents
Work history
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2014 - Present (12 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
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