Stephen Merrill

Financial Planner at Heritage Financial Consultants LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Hunt Valley, Maryland, United States, US
Skills

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Credentials

  • Life and Health Insurance License
    -
  • Series 66
    Financial Industry Regulatory Authority (FINRA)
  • Series 7
    Financial Industry Regulatory Authority (FINRA)

Experience

  • Heritage Financial Consultants LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Planner
      • Jul 2021 - Present

      Stephen Merrill is a registered representative of Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC) and registered investment advisor. He is securities licensed in CO, DE, FL, DC, MD,ME, NJ, PA, TX, OH, SC, WI and VA. Heritage Financial Consultants LLC is not an affiliate of Lincoln Financial Advisors Corp. CRN-3739952-083121 Stephen Merrill is a registered representative of Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC) and registered investment advisor. He is securities licensed in CO, DE, FL, DC, MD,ME, NJ, PA, TX, OH, SC, WI and VA. Heritage Financial Consultants LLC is not an affiliate of Lincoln Financial Advisors Corp. CRN-3739952-083121

  • Lincoln Financial Advisors Corp.
    • Lutherville, Maryland
    • Financial Planner
      • Jan 2018 - Present

      Advisory professional committed to helping my clients minimize stress and gain more control over their financial lives. I enjoy working with young professionals, entrepreneurs, families and those approaching retirement. I believe that a financial adviser should be proactive and pragmatic, with a focus on laying out a realistic path to reach each client's personally driven goals. Advisory professional committed to helping my clients minimize stress and gain more control over their financial lives. I enjoy working with young professionals, entrepreneurs, families and those approaching retirement. I believe that a financial adviser should be proactive and pragmatic, with a focus on laying out a realistic path to reach each client's personally driven goals.

  • Heritage Financial Consultants LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Planner
      • Oct 2013 - Dec 2017

  • Thomson Reuters
    • Canada
    • Software Development
    • 700 & Above Employee
    • Account Manager, Major Accounts
      • 2008 - 2013

  • Reuters America LLC
    • Account Manager, Major Accounts
      • 2007 - 2008

    • Account Executive/Product Specialist Reuters Desktops and Enterprise Data Sales
      • 1997 - 2007

  • First Data Corporation
    • United States
    • IT Services and IT Consulting
    • 700 & Above Employee
    • Pricing Analyst
      • 1995 - 1997

  • The Boston Company Asset Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Pricing Analyst
      • 1992 - 1995

Education

  • Northeastern University
    Bachelor of Science (BS) Business Administration
    1987 - 1992
  • Sacred Heart

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