Steven Hanwacker

Background

About Steven Hanwacker

I am an experienced advisor working in Global Wealth Management at Merrill. My goal is to thoughtfully address your wealth management needs, carefully consider strategies appropriate to you and ultimately help bring clarity to your financial life. I can help you with managing a transition in your life, such as the sale of a business, the receipt of stock options, a merger or acquisition, a new job or promotion, retirement or other major life event. My group at Merrill Lynch Wealth Management looks to serve high-net-worth individuals and families, small to medium-size institutions, pensions and retirement plans, endowments of nonprofit organizations and family foundations. Private clients are generally corporate executives, hedge-fund principals, private-equity partners, investment bankers, entrepreneurs, accountants, consultants and other professionals. Our team, along with internal specialists in various areas of wealth management, assists clients with virtually all their financial needs. Although we do not provide tax or legal advice, we welcome the opportunity to work closely with clients' outside CPAs and attorneys to help coordinate all their financial concerns.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.*The College for Financial Planning Institutes Corp. owns the service marks Chartered Retirement Planning Counselor℠, CRPC®, and the CRPC® logo, and the certification marks Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo.