Merrill Lynch Financial Advisor Stephanie Lynn Kastrup

Merrill Lynch Financial Advisor Stephanie Lynn Kastrup is located at 601 North Section Street in Fairhope, Alabama, United States. The institution, part of THE HARTY CARPENTER GROUP, offers over 100 years of industry and practical experience in helping clients manage and prepare for their financial futures. The team of Financial Advisors believes in earning trust as the foundation for lasting relationships. They provide personalized total wealth management strategies tailored to individual needs, drawing upon vast resources to help clients achieve their financial goals.

The institution takes a collaborative approach, getting to know clients and their families, financial situations, and priorities to build personalized financial strategies. Advisors are dedicated to helping clients pursue their goals by offering transparent investment guidance aligned with what matters most to each individual. The team works closely with clients to identify short- and long-term objectives, develop financial strategies, and manage risk.

Merrill Lynch Financial Advisor Stephanie Lynn Kastrup has received recognition from financial industry publications and Bank of America Corporation for exemplary client service. The team, supported by the global resources of Merrill, is committed to building strong client relationships based on trust and personalized service. The institution offers a range of services including investment management, retirement planning, tax minimization strategies, and estate planning services.

As the founding member of THE HARTY CARPENTER GROUP, Hodges leads a highly skilled and experienced wealth management team dedicated to providing clients with individually tailored approaches to investing and risk management. Hodges is involved in various community organizations and has been with Merrill Lynch Wealth Management since 1983.

Merrill Lynch Financial Advisor Stephanie Lynn Kastrup also offers Wealth Management Client Associate and Resident Director Assistant services at Fairhope Yacht Club. The institution utilizes Merrill Personal Wealth Analysis™ to build personalized plans centered on clients' goals and focused on achieving what matters most to them. By regularly reviewing and adjusting financial approaches, the team aims to help clients stay on track to reach their goals.