Merrill Lynch Financial Advisor Stephen Roberts

Services Offered

• Investment advice
• Financial planning
• Retirement planning
• Wealth management

About

Stephen Roberts is a financial advisor based in Houston, Texas, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®), Stephen provides comprehensive financial planning services, helping clients navigate their financial journeys. His practice is dedicated to serving individuals and families seeking to achieve their financial objectives through informed investment decisions.

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