Verified recordFinancial Services

Stephen Ethen

Wealth Management Advisor, Managing Director at Merrill Lynch

Based in Charlotte Amalie East, United States Virgin Islands

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Seniority

C-Team

Department

Finance & Accounting

Location

Charlotte Amalie East

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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+1340 ••• •••• ••••

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Background

About Stephen Ethen

Steve Ethen is the founder and managing director of the Ethen Bagley Group, a nationally recognized financial advisory team based in Omaha, Nebraska. With over 31 years of experience, Steve built an easily accessible, knowledgeable, and experienced team committed to building strong relationships based on trust and one-on-one collaboration. Steve is a graduate of the United States Military Academy at West Point and joined Merrill Lynch Wealth Management in 1993 after serving for 7 years as a U.S. Army officer and helicopter pilot. Steve is a CERTIFIED FINANCIAL PLANNER® certificant a designation awarded by the Certified Financial Planner Board of Standards, Inc. He is also a Sports & Entertainment Accredited Wealth Management Advisor ™, SE-AWMA™ designee and holds the Chartered Retirement Planning Counselor™, CRPC™ designation. He has been recognized by Forbes as one of their Best-In-State Wealth Advisors every year from 2018 through 2024 (Published annually Jan - April. Rankings based on data as of June 30 of prior year). With a commitment to financial education, he has been an active member of the Executive Committee of the Nebraska Council on Economic Education since 2009 and can regularly be found providing financial literacy lessons to high school students.*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.

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