Merrill Lynch Financial Advisor Stephen T Jerome

Welcome to Merrill Lynch Financial Advisor Stephen T Jerome, your trusted partner in navigating the complexities of finance and investment. Located at 1401 Manatee Avenue West, Bradenton, Florida, we are dedicated to providing you with access to a wide range of investment solutions from Merrill and banking products from Bank of America. Our commitment is to deliver timely insights into market trends and the global economy, helping you stay informed and on track with your financial goals.

At Merrill Lynch Financial Advisor Stephen T Jerome, our mission is to understand your unique financial aspirations and what matters most to you. We take the time to listen and comprehend your current wealth status and future objectives. With this understanding, we work together to design a personalized plan aimed at helping you and your family achieve financial goals while managing investment risks effectively. Our approach focuses on transforming your aspirations into reality.

We believe that the best financial strategy is one that aligns with your goals. Whether you're planning for future healthcare expenses, preparing for college, considering a business sale or home purchase, or planning to pass your wealth to future generations, it all begins with a comprehensive plan. Our goal is to help you manage, grow, and preserve your wealth today, with an eye on the impact it can have for years to come.

By bringing fresh perspectives to your financial life, we connect your life and finances, paving a clear path toward your future. With the investing insights of Merrill and the banking capabilities of Bank of America, we aim to empower you to make informed decisions as you pursue your financial objectives.

Please note that investing involves risk, including the potential loss of money. Past performance does not guarantee future results, and asset allocation, rebalancing, and diversification do not ensure against risk in broadly declining markets. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice, and you should consult your legal and/or tax advisors before making any financial decisions.

We offer a broad range of brokerage, investment advisory, and other services, each with unique differences in advice, fees, and obligations. For more information and to discuss your specific needs, please contact us and speak with your Merrill financial advisor. Let us help you build the future you envision for yourself and your family.