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Merrill Lynch

Merrill Lynch

Merrill Lynch
Categories

Financial Services

About Us

About Me:
I am Stephen Shavers, a Financial Advisor with Merrill Lynch in West Palm Beach. I have over 10 years experience in the industry. I specialize in helping individuals, families, and business owners create personalized financial strategies to achieve their short- and long-term goals. My focus is on building lasting relationships and providing guidance tailored to each client’s unique situation.

About Merrill Lynch:
Merrill Lynch is a leading wealth management firm offering comprehensive financial services, including investment management, retirement planning, estate planning, and business financial solutions. Our mission is to empower clients with the tools, resources, and expertise needed to navigate complex financial decisions and build a secure future.
What We Provide:

Personalized financial planning
Investment strategies and portfolio management
Retirement and estate planning
Business succession and liquidity strategies
Access to Bank of America’s full suite of banking solutions

Highlights

  • Your trusted partner for financial success
  • Tailored solutions for business owners and families
  • Personalized wealth strategies for individuals & businesses
  • Expert guidance for building and protecting wealth
  • Retirement, estate, and investment planning made simple

Rep/Contact Info

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Stephen Shavers
Financial Advisor