Steven Bullard
Senior Financial Advisor, First Vice President at Merrill Lynch Wealth Management | New York City Metropolitan Area
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Steven Bullard, a seasoned professional in the financial services industry since 1987, currently serves as a Senior Financial Advisor and First Vice President at Merrill Lynch Wealth Management. With over 27 years of experience, Steven has honed a robust expertise in wealth management, retirement planning, and investment strategies, making him a trusted partner for both individual and business clients navigating the complexities of financial growth and security.
At Merrill Lynch, Steven is dedicated to fostering strong client-advisor relationships built on transparent and consistent communication. His approach begins with an in-depth discovery meeting designed to uncover and define each client's unique financial objectives, investment history, and lifestyle considerations. This thorough analysis allows Steven to craft customized financial strategies that align with clients' goals, whether they are focused on retirement income generation, wealth preservation, or strategic investment opportunities.
Steven's key projects often involve developing comprehensive retirement plans that not only address immediate financial needs but also anticipate future challenges. His commitment to ongoing education and market analysis ensures that he remains at the forefront of industry trends, enabling him to provide informed guidance that empowers clients to make confident financial decisions. By leveraging his extensive skill set and deep understanding of the financial landscape, Steven Bullard is well-equipped to help clients achieve their long-term financial aspirations, ensuring a secure and prosperous future.
Senior Financial Advisor, First Vice President at Merrill Lynch Wealth Management in July 2014 to Present
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Wealth Management
Retirement Planning
Investment Strategies
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What is Steven Bullard email address?
Email Steven Bullard at [email protected]. This email is the most updated Steven Bullard email found in 2026.
How to contact Steven Bullard?
To contact Steven Bullard send an email to [email protected]. (updated on October 29, 2024)
What company does Steven Bullard work for?
Steven Bullard works for Merrill Lynch Wealth Management
What is Steven Bullard's role at Merrill Lynch Wealth Management?
Steven Bullard is Senior Financial Advisor, First Vice President
What is Steven Bullard's Phone Number?
Steven Bullard's phone (212) ***-*322
What industry does Steven Bullard work in?
Steven Bullard works in the Financial Services industry.
Steven Bullard Email Addresses
Steven Bullard Phone Numbers
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