Verified recordFinancial Services

Stephen Catton

Senior Consultant, Vice President at Merrill Lynch

Based in Walnut Creek, United States

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Seniority

Vp

Department

General Business & Management

Location

Walnut Creek

Industry

Financial Services

Company size

35K

Contact information

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Email

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s•••••••@ml.com

Phone

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Background

About Stephen Catton

I work with individuals and families to map out strategies to help meet their financial goals. This includes taking a holistic approach to the delivery of wealth management planning, tax minimization, education funding, investments and liability management services. Each client receives a customized strategy to help meet their unique needs.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

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