Stephen Hancock
Wealth Management Advisor, Vice President at Merrill Lynch
Based in Tampa, United States
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Seniority
Vp
Department
Sales & Business Development
Location
Tampa
Industry
Financial Services
Company size
35K
Contact information
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s•••••••@ml.com
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Background
About Stephen Hancock
Stephen Hancock, Vice President and Wealth Management Advisor, joined Merrill Lynch in He is a graduate of the University of Toronto with a degree in Economics and Finance. He started his career with KPMG Peat Marwick where he earned a CPA designation and assisted clients with complex financial issues. Having earned the CFP® designation awarded by the Certified Financial Planner Board of Standards, Inc, Steve helps clients in developing long-term wealth management planning strategies and has become an essential resource to clients. Through Hancock, Hudson and Associates which is a Wealth Management team within Merrill Lynch, Steve is partnered with Robert Hudson, focused on solving financial problems of affluent clients, many of which are business owners & entrepreneurs, corporate officers, retirees and those preparing for financial change in their lives. Stephen does not provide legal or tax advice in his role at Merrill Lynch. CFP® and CERTIFIED FINANCIAL PLANNERTM Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNERTM in the U.S.
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