Stephen Hudacek
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.
Stephen Hudacek is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in complex financial planning for individuals and families. He focuses on crafting comprehensive retirement, estate, and investment strategies tailored to each client's unique needs, with an emphasis on family priorities. Stephen’s expertise includes trusts, banking, alternative investments, and small business strategies, allowing him to develop integrated solutions that address a wide range of financial challenges.
Stephen holds the Certified Plan Fiduciary Advisor (CPFA) designation and the Personal Investment Advisor (PIA) credential. He earned a Bachelor of Science degree in Accounting from Saint Joseph’s University, where he captained the Division I golf team, and an MBA in Finance from the University of Scranton. His client focus areas include education planning, family wealth management, legacy planning, liquidity management, and tax minimization.
Beyond his professional commitments, Stephen is involved with several community organizations such as the Cody Barrasse Foundation and Volunteers in Medicine. He is also a member of professional organizations including The Pennsylvania Society, The Philadelphia Cricket Club, and The Union League of Philadelphia. In his personal time, Stephen enjoys cooking, golfing, music, and traveling.
Bank Of America, N.A.
2010 - Present (16 years)
Merrill lynch, Pierce, Fenner & Smith Incorporated
2010 - Present (16 years)
Saint Joseph's University
2005 - Present (21 years)
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