Stephen Pollard is a Wealth Management Advisor at Merrill Lynch Wealth Management, leading Pollard, DiMedio & Associates. He serves a select group of ultra-high-net-worth individuals and families, including entrepreneurs, professionals, and business executives, many of whom have earned their wealth in a single generation. Stephen focuses on building close personal and professional relationships to understand his clients’ goals and design tailored financial strategies that align with their values and priorities. Before joining Merrill in 2003, Stephen held management positions in a business and technology consulting firm, where he developed a consultative approach to client relationships. He applies this approach to wealth management by actively listening and encouraging in-depth conversations, including sensitive family matters that influence financial decisions. As a Portfolio Manager in Merrill’s Investment Advisory Program, he manages personalized investment strategies on a discretionary basis, utilizing a mix of individual securities, Merrill model portfolios, and third-party strategies. Stephen holds a bachelor’s degree in biology from Brown University and is a CERTIFIED FINANCIAL PLANNER™ professional. His professional designations also include Personal Investment Advisor (PIA). He has been nationally recognized for seven consecutive years on Barron’s “Top 1,200 Financial Advisors” list, most recently in 2022. Stephen is actively involved in the community, serving on the Board of Centurion, an organization dedicated to freeing the wrongly convicted. He resides in Princeton, New Jersey, with his family and enjoys adventure sports, biking, camping, reading, skiing, and spending time with them.