Merrill Lynch Financial Advisor Stefanie Tushin Peters 75 Rockefeller Plaza, Manhattan, New York 10019

Located at 75 Rockefeller Plaza in New York, Merrill Lynch Financial Advisor Stefanie Tushin Peters is a reputable institution in the finance industry. Stefanie is dedicated to building strong relationships with clients and is passionate about helping individuals and families make important financial decisions. She follows the Merrill tradition of community involvement and volunteers with local organizations.

At Merrill Lynch Wealth Management, Stefanie focuses on understanding each client's unique goals, priorities, and investment style. By conducting a Personal Wealth Analysis, she creates personalized plans centered on what clients want to achieve. Clients benefit from Merrill's investment insights, as well as access to trust and fiduciary services from Bank of America Private Bank.

Stefanie's approach to investing is rooted in behavioral finance research, using the Investment Personality Assessment to customize financial strategies based on individual preferences. She helps clients track changes in their lives and financial goals, ensuring that their approach is adjusted as needed.

As a Merrill Lynch Wealth Management Advisor, Stefanie provides premier customer service, financial tools, and potential solutions tailored to each client's circumstances. By understanding clients' priorities and financial situations, she helps build personalized plans designed to turn goals into reality. Regular reviews and adjustments to financial approaches help clients stay on track towards their objectives.

Stefanie Tushin Peters is registered to do business in multiple states and offers investment insights, tips, and strategies to help clients achieve their financial goals. It is important to note that investing involves risk, and clients should consult their legal and tax advisors before making any financial decisions. With Merrill Lynch Financial Advisor Stefanie Tushin Peters, clients can expect personalized, comprehensive financial solutions to navigate the complex financial landscape.