Bradley Stoler

Q: What is Bradley Stoler email address?

Email Bradley Stoler at bstoler@gmail.com and bradley_stoler@ml.com. This email is the most updated Bradley Stoler's email found in 2026.

Q: How to contact Bradley Stoler?

To contact Bradley Stoler send an email to bstoler@gmail.com or bradley_stoler@ml.com. (updated on May 17, 2025)

Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management | New York, United States

About Bradley Stoler

Bradley Stoler, Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management, brings over two decades of comprehensive experience in high-net-worth portfolio management, estate and wealth planning, and customized investment strategies. In his current role, Brad leverages his extensive expertise to deliver tailored financial solutions that align with clients’ unique goals, whether they are focused on wealth transfer, philanthropic endeavors, or retirement planning—both personal and institutional. His deep understanding of estate and trust structures, combined with a strategic approach to goals-based investing, enables him to craft sophisticated wealth management plans that optimize tax efficiency and legacy preservation.

Among his key projects, Brad has led initiatives in integrating health and wellness considerations into wealth planning, recognizing the importance of holistic financial strategies that encompass clients’ overall well-being. He is also highly skilled in philanthropic and endowment management, helping families and institutions develop impactful giving strategies aligned with their values. His expertise extends to retirement income planning, ensuring clients’ financial security throughout their lifecycle.

Brad’s philosophy emphasizes transparent communication and building trust through education, helping clients understand complex concepts such as quantifying risk, measuring portfolio performance, and implementing customized wealth plans. His certifications, including the Certified Private Wealth Advisor® (CPWA®), underscore his commitment to delivering industry-leading advice rooted in best practices. Whether navigating estate planning, life management strategies, or high-net-worth portfolio management, Brad’s holistic approach and industry expertise make him a trusted partner in achieving clients’ financial aspirations.

Bradley Stoler Work