Advisor at Nibley Financial LLC
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Nibley Financial Services LLC
2024 - Present (2 years)
Nibley Tax and Accounting LLC
2018 - Present (8 years)
Bowen Law Professional Group
2018 - 2018 (1 year)
Powdr Corporation
2017 - 2018 (1 year)
Rhodes & Associates
2015 - 2017 (2 years)
Series 63, Series 65
Park City, UT
Merrill
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.
CFP®, Series 66
Heber City, UT
Balanced Capital
Series 63, Series 65
Heber City, UT
Pendulum Asset Management, LLC
Series 66
Heber City, UT
John McAndrew Financial Advisors LLC
Series 65
Heber City, UT
Redgrove Capital LLC
Series 63, Series 65
Midway, UT
Kellam Insurance and Financial Services LLC
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