Steven Burroughs

Background

About Steven Burroughs

Steven P. Burroughs is currently a Senior Vice President-Wealth Management,Wealth Management Advisor with Merrill Lynch Global Wealth Management. He has been in the financial services industry since 1982 and with Bank of America Investments/Merrill Lynch since Steve has earned the CERTIFIED FINANCIAL PLANNER™, certificant designation CFP® a professional designation awarded by the Certified Financial Planner Board of Standards, Inc. He has also obtained the designation of Certified Life Underwriter® CLU® which is an advanced insurance certification awarded by The American College. Steve’s extensive education and experience in the financial services industry qualifies him to effectively serve clients with their advance investment planning needs. He addresses the unique needs and goals of each client by asking specific and thought provoking questions and then listening closely to discover their needs and determine the options that are available to best pursue those needs and the desired goals. At the core of his work is his philosophy of building enduring client relationships by providing outstanding guidance and service, and working closely with clients to help ensure that their investment strategies remain focused on their personal short and long term goals, and that it keeps up with the changes in their lives. His focuses include estate planning services, investment portfolio development, retirement income strategies, life insurance and annuities. He works closely with an array of specialists at Merrill Lynch and other professionals to ensure that the needs the clients are met. Steve works in the Frederick, MD branch of Merrill Lynch. He resides in Middletown with his wife, Beth, and together they have three children.