Assistant Vice President
Global Wealth Management
10 WEST STREETSBORO STREET Suite 302 HUDSON, OH 44236
Phone: (330) 342-8627 Email:
Directions to Branch
PROFESSIONAL STAFF
PROFESSIONAL PROFILE
Steven M. Mowry, CFP®, CRPC®Resident DirectorWealth Management AdvisorSteven has built his practice working with individuals and businesses to define and ultimately achieve their financial goals. He recognizes that his ultimate responsibility to his clients is to help them build a solid foundation on which to make their financial decisions with confidence. Steven takes a very hands on role in following through for clients to make sure their needs are always taken care of with the highest level of attention, and that financial strategies are effectively implemented.He works with businesses and individuals through every step of their financial life cycle. Steven works with his clients to develop a robust wealth management strategy, focusing on in-depth financial solutions and a relationship that is built on trust. Steven has experience developing and successfully implementing financial strategies that range from asset accumulation to the efficient transfer of a business or individual's wealth.Steven offers personalized solutions that address:* Retirement Planning* Tax minimization* Corporate cash management* Designing of company sponsored 401(k)/Retirement Plans* Business transition planning* Individual wealth preservation and insurance planning strategies* Trust and Estate Planning working with family tax accountants and attorneysSteven joined Merrill Lynch in 2004 after graduating from Youngstown State University with a Bachelor of Science in Business Administration. He received his Certified Financial Planner designation in 2006 from the CFP Board of Standards. In addition, the College for Financial Planning awarded Steven with Chartered Retirement Planning Counselor designation in 2008. Since 2009, Steven has been the Resident Director of the Merrill Lynch office in Hudson, OH. He lives in Aurora with his wife Natalie.
Steven Mowry is registered to do business in: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY