Merrill Lynch Financial Advisor Stephen Rook

Services Offered

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

About

Stephen Rook is a financial advisor based in Charlotte, North Carolina, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to understanding clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and Certified Plan Fiduciary Advisor (CPFA), Stephen provides comprehensive financial planning services. His practice focuses on helping individuals and families navigate their financial journeys and achieve their financial objectives.

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