Stephen Pickering

Background

About Stephen Pickering

The key to creating a long-term relationship is to operate with transparency that instills trust. The Pickering Group has formed an approach to wealth management that is focused on developing financial strategies for a variety of different situations, based upon the clients risk tolerance, time horizon, and liquidity needs. We make recommendations on how to build and preserve your wealth, and cover a wide range of opportunities designed to help you reach your financial goals. Stephen Pickering joined Merrill Lynch Wealth Management in 2010, after receiving his bachelor's degree in Finance from the University of Nevada, Reno. He also holds the Chartered Retirement Planning Counselor℠ and the Certified Private Wealth Advisor® designation. He is skilled to identify and analyze the unique challenges that high-net-worth families face, and understands how to develop specific strategies designed to minimize taxes, preserve assets, maximize growth, and transfer wealth. His approach to wealth management is dedicated to being hands on and detail oriented. He takes the time to evaluate each client's financial situation, from which he can then offer recommendations that accurately reflects their investment expectations. He works with each family to keep their investment plan on track, and closely reviews their needs through different stages of their financial life. His proactive management prepares his clients for the expected and unexpected events their futures have in store.